Training Guide Oracle EBS R12 Performance Management

Oracle EBS R12 Performance Management
Created on Wednesday, January 30, 2013

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Training Guide
Table of Contents
Introduction.......................................................................................................................iv
Setting Up Appraisals........................................................................................................1
Performance Management Plans....................................................................................49
Page iii

Training Guide
Introduction
Successful 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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Training Guide
Setting Up Appraisals
The 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 Templates
The 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 Action
16. 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 region
does 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 objective
assessment template in the appraisal template. Otherwise, the Objectives region
does not appear in appraisals.
Click the Assess Objectives option.
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.
31. 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.
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Step Action
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.
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.
48. 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.
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Training Guide
Creating and Managing Competency Templates
The 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.
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
Step Action
1. Begin by navigating to the Manage Competency Templates page.
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Training Guide
Step Action
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.
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".
Enter the desired information into the Valid From field. Enter "01-Jun-2007".
10. Enter the desired information into the Description field. Enter "Competency
Template for FY07 Year End Appraisal".
field. Enter "Enter the Instructions for Appraisal Participants".
13. Click the Rating Scale Type list.
Click the Proficiency list item.
15. Click the Total Score list.
16. Click the Sum list item.
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Step Action
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
Page 15

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Step Action
Page 16

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Step Action
30. Enter the desired information into the Name field. Enter "FY07-Competency
Template".
32. Click the Update button.
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Step Action
34. Enter the desired information into the Valid To field. Enter "01-May-2008".
37. You have completed the Creating and Managing Competency Templates
procedure.
End of Procedure.
Creating and Managing Objectives Templates
The 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.
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 18

Training Guide
Procedure
Step Action
1. Begin by navigating to the Manage Competency Templates page.
Page 19

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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 20

Training Guide
Step Action
6. Enter the desired information into the Name field. Enter "FY07-Objective
Template".
Enter the desired information into the Valid From field. Enter "01-Jun-2007".
10. Enter the desired information into the Description field. Enter "Objective
template for FY07 Year End Appraisal".
field. Enter "Enter the instructions for Appraisal participants".
13. Click the Rating Scale Type list.
Click the Performance list item.
15. Click in the Performance Scale field.
Page 21

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Step Action
16. Enter the desired information into the Performance Scale field. Enter "Global
Performance".
17. Click the Total Score list.
18. Click the Sum list item.
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".
24. Click the Update button.
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Training Guide
Step Action
26. Enter the desired information into the Valid To field. Enter "01-May-2008".
28. You have completed the Creating and Managing Objectives Templates procedure.
End of Procedure.
Administering Questionnaires
The 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 23

Training Guide
Procedure
Step Action
1. Begin by navigating to the Questionnaire Administration page.
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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.
Page 26

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Step Action
5. Click in the Questionnaire Name field.
Page 27

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Step Action
6. Enter the desired information into the Questionnaire Name field. Enter "Main
Appraiser Questionnaire".
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Step Action
7. Click the Publication Status list.
Page 29

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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.
Page 31

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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.
Page 34

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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.
Page 36

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Step Action
Page 37

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Step Action
16. Click in the Questionnaire Name field.
Page 38

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Step Action
17. Enter the desired information into the Questionnaire Name field. Enter "Main
Appraiser%".
Page 39

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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
Page 43

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Step Action
22. Click the Update list.
Page 44

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Step Action
23. Click in the HTML Text field.
Page 45

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Step Action
24. Enter the desired information into the HTML Text field. Enter "<HTML>
List major accomplishments
".
Page 46

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Step Action
25. Click the Continue button.
Page 47

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Step Action
27. You have completed the Administering Questionnaires procedure.
End of Procedure.
Page 48

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Performance Management Plans
Performance 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 Parallel
The 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 49

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Step Action
1. Begin by navigating to the Performance Management Plans page.
Click the US Super HRMS Manager link.
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 when
you publish the plan.
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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
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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.
32. 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.
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Step Action
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.
Step Action
35. Click in the Search By field.
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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.
49. Click the Standard Appraisal list item.
Page 60

Training Guide Oracle EBS R12 Performance Management

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