ebs hcm performance management r12 1 hrms rup5 overview
DESCRIPTION
Oracle Performance Management - PMP explainedTRANSCRIPT
Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 1
Copyright © 2012, Oracle and/or its affiliates. All rights reserved.
Future Advisor Webcasts
Upcoming HCM live webcasts:
• OAB Product Enhancements in R12.1.3 RUP5, Sept 12, 2012 @ 3 p.m. Eastern. Note 1471120.1
• EBS HCM: Achieve Success Using Proactive Tools For iRecruitment, Sept 19, 2012 @ 11 a.m. Eastern. Note 1484246.1
• EBS Oracle Payroll North American Year-End 2011 Overview Session #1, Sept 26, 2012 @ 3:30 p.m. Eastern. Note 1483822.1
For complete details on all upcoming Oracle Advisor Webcast Events, please see Note 740966.1, Oracle
Advisor Webcast Schedule
Teleconference Access:
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Toll Number: 702-696-4612
International Toll-Free:
See DOC#1148600.1
Password: advisordd
Current Advisor Webcast Schedule – DOC#740966.1
Archived Advisor Webcasts
DOC#740964.1
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Safe Harbor Statement
The following is intended to outline our general product
direction. It is intended for information purposes only, and may
not be incorporated into any contract. It is not a commitment to
deliver any material, code, or functionality, and should not be
relied upon in making purchasing decisions. The development,
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Purpose: This document provides an overview of features and enhancements included in Oracle E-Business Suite Release 12.1.5 and applicable updates. It is intended solely to help you assess the business benefits of upgrading your existing Oracle Products to this release, or implementing completely new Oracle developed products, and planning your I.T. Projects. Disclaimer: This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle Software License and Service Agreement or other applicable contract with Oracle, with which you agree to comply. This document and information contained herein may not be disclosed, copied, reproduced or distributed to anyone outside Oracle without Oracle’s prior written consent. This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates.
This document is intended to outline our general product direction. It is intended for informational purposes only and solely to assist you in planning for the implementation and upgrade of the product features described. Release information contained in this document is not a firm development plan. Release information published here should not be used as the basis for customer delivery commitments, as part of marketing efforts, or during contract negotiations. This is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality, and inclusion or not thereof in the commercially available version of the Software, if any, is subject to change at any time and is always at Oracle’s sole discretion. This document is not considered part of the applicable program documentation.
Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code.
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Oracle E-Business Suite Oracle Performance Management
An Overview of R12.1.5 HRMS RUP5
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Agenda
• New and Changed Features
• Use Republish Options while updating Performance Management Plans
• Carry out Performance Management Plan administration tasks:
• Extend the Objective Setting deadline date for workers
• Transfer Scorecard, Appraisal or Worker details to a new plan
• Change the top-most supervisor of a plan
• Benefit from usability feature for managers who are ineligible for a plan
• Feature Overview
• Description
• Business Value
• Process Flow
• Implementation Overview
• Best Practices
• Troubleshooting Tips
• Known Issues
• Additional Resources
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Feature Overview of Republish
Options When Updating
Performance Management
Plans
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Republish Options When Updating
Performance Management Plans Description
• HR Professionals or Plan Administrators can select the following
options while republishing a plan:
• Reallocate Objectives
• Reevaluate Plan Population
• Refresh Scorecards
• Reset Scorecard Status
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Republish Options When Updating
Performance Management Plans Business Value
• Flexibility to select performance management plan
administrative options while republishing a plan, for example:
• Perform a single task such as reevaluate plan population or refresh
scorecards based on changes in eligibility.
• Perform a combination of tasks or all tasks such as reevaluate plan
population and refresh scorecards based on changes in eligibility
etc.
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Republish Options When Updating
Performance Management Plans Setup and Process Flow
Setup: HRMS Responsibility
Submit Request form
Setup: HR Professional
Responsibility
Performance
Management
Performance
Management Plans
Update Plan
Process: HR Professional/
HRMS Responsibility
HR Professional
Update and republish
the
Performance
Management Plan
HRMS Responsibility
Publish concurrent
request Publish
Performance
Management Plan
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Republish Options When Updating
Performance Management Plans Setup and Process Flow Demonstration
Demo
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Feature Overview of
Performance Management Plan
Administration Tasks
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Performance Management Plan
Administration Tasks Description
• HR Professionals or Plan administrators can use the
Administration Tasks to:
• Extend the objective setting deadline date for a worker or group of
workers
• Transfer a worker from one plan to another plan.
• Change the topmost supervisor for a plan
Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 15
Performance Management Plan
Administration Tasks Business Value
• Flexibility to extend the Objective Setting Deadline Date for
single or multiple workers.
• Transfer single or multiple workers from one plan to another
easily.
• Ability to change the top-most supervisor of a plan and rebuild
the supervisor hierarchy/plan population, if the top-most
supervisor of the plan is transferred out or terminated.
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Performance Management Plan
Administration Tasks Setup and Process Flow
Process: HR Professional
Responsibility
Tasks:
a. Change the Top
Supervisor for Plan
b. Extend Objective
Setting for Worker
c. Transfer Scorecard
Setup: HR Professional
Responsibility
Performance
Management
Administration
Plan Administration
Performance
Management
Administration
Plan Administration
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Performance Management Plan
Administration Tasks Setup and Process Flow Demonstration
Demo
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Feature Overview of Usability
Feature for Managers Ineligible
for a Plan
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Usability Feature for Managers Ineligible for
a Plan Description
• Managers ineligible for a plan can set objectives, initiate, and
update appraisals for their subordinate workers who are eligible for
the plan.
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Usability Feature for Managers Ineligible for
a Plan Business Value
• Enable managers who are not part of the plan population to access
scorecards and appraisals of subordinate workers who are eligible
for the plan
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Usability Feature for Managers Ineligible for
a Plan Setup and Process Flow
Process: Manager
Self-Service Responsibility
Setup: HR Professional
Responsibility
Performance
Management
Performance
Management Plans
Create Plan
Performance
Management Plan
Plan tasks available
for ineligible manager
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Implementation Overview
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Performance Management R12.1 HRMS
RUP5
Best Practices
• To publish a plan for contingent workers only, the top-most
supervisor must be a worker of type ‘Contingent Worker’.
Eligibility Profiles take precedence over the plan population
definition.
• When workers are transferred from a source plan to a new
destination plan, objectives and competencies that are applicable
are copied to the new scorecard. Objective and competency
ratings and comments are not copied to the new scorecard.
Ratings and comments must be entered by the new manager.
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Performance Management R12.1 HRMS
RUP5
Best Practices
• Plan Administrators have the flexibility to extend deadlines for
single or multiple workers.
• Managers who are not eligible for a plan can now set objectives,
initiate and update appraisals of their subordinate workers who
are eligible for the plan.
• Plan Administrators can change the top supervisor of a plan
without a SQL Script/DML update. Administrator can review the
impact of the supervisor change prior to committing the change.
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Performance Management R12.1 HRMS
RUP5 Trouble Shooting Tips
• On transferring a worker or scorecard from a source plan to a
new destination plan, the deadline dates of the destination plan
apply to the scorecard enrolled into the plan.
• When a plan is republished by selecting the “Refresh
Scorecard' option during the appraisal phase, new objectives
that the employee is eligible for are populated into the appraisal
when the mass appraisal creation program is run.
• If a worker becomes ineligible for a plan and the plan is
republished by selecting the “Reevaluate Population” option,
the ineligible worker is not removed from the plan (HR
Professional has to explicitly remove the worker scorecard).
Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 26
Performance Management R12.1 HRMS
RUP5 Troubleshooting Tips
• If a worker becomes ineligible for any objective already available
in their scorecard, and the plan is republished by selecting the
“Refresh Scorecard” option, then the ineligible objective is not
removed from the worker’s scorecard.
• Managers can set their own objectives using Employee Self
Service responsibility, if they are part of the plan population.
Managers can set objectives for their eligible subordinate
workers even if they are not part of the plan population, using the
Manager Self Service responsibility.
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Performance Management 12.1 HRMS RUP5
Known Issues
• When a plan is republished selecting multiple options such as
reevaluate population, refresh scorecard etc; individual
notifications pertaining to each of the selected options are sent.
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Additional Resources
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Additional Resources
• For product information on My Oracle Support
• http://support.oracle.com/
• For Release 12.1 HRMS RUP5 information on My Oracle
Support
• http://support.oracle.com/ Note 1461152.1
• For Oracle product documentation
• http://www.oracle.com/technology/documentation/applications.html
• For more information about Oracle Applications
• http://www.oracle.com/applications/home.html
• For more information about Education
• http://www.oracle.com/education/index.html
• For more information about Support
• http://www.oracle.com/support/
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