Management_Training.doc

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Oracle EBS R12 Performance ManagementCreated on Wednesday, September 10, 2014


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Training GuideOracle EBS R12 Performance Management

+able o" Contentsntrod!ct"on#######################################################################################################################"$

Sett"ng %p &ppra"sals########################################################################################################1Creating and 5anaging Appraisal +eplates.............................................................................'

Creating and 5anaging Copetency +eplates........................................................................7Creating and 5anaging Obectives +eplates..........................................................................'(

Adinistering ;#estionnaires.................................................................................................. 2. nter the desired in"oration into the emplate"ield. nter I/0)ear End

&ppra"sal emplateI.

7. Clic: in the .al"d /rom"ield.

). nter the desired in"oration into the .al"d /rom"ield. nter I01&3200)I.

(. Clic: in the .al"d o"ield.

'0. O#tside these dates, the teplate is not available "or #se.

nter the desired in"oration into the .al"d o"ield. nter I01May200*I.

''. Clic: in the /"nalRat"ng Scale"ield.

'2. !elect a per"orance*rating scale to allocate a "inal rating to the appraisee.

nter the desired in"oration into the /"nalRat"ng Scale"ield. nter IlobalPerformanceI.

'3. Clic: in the 5escr"pt"on"ield.

'


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Step &ct"on

'>. nter the desired in"oration into the nstr!ct"ons for &ppra"sal Part"c"pants

"ield. nter IEnter t7e nstr!ct"ons for &ppra"sal Part"c"pantsI.

'7. Clic: in the &ppra"sal otal Score /orm!la"ield.

'). Fo# can select an &ppra"sal otal Score /orm!lato identi"y the appropriate

"inal rating "ro the selected per"orance*rating scale. +he "or#la, which yo#

write, can base any calc#lations on the wor:erGs total scores "or copetencies and

obectives. +he rating identi"ied by the "or#la appears as the wor:erGs !#ggested

Overall ating on the @inal atings page o" the appraisal.

nter the desired in"oration into the &ppra"sal otal Score /orm!la"ield.

nter IS%M8COMP8&358OBI.

'(. Clic: the $ert"calscrollbar.

20. Clic: the &ssess Competenc"esoption.

2'. +o apply a copetency teplate to assess copetencies d#ring an appraisal, yo#

#st select or create a copetency assessent teplate in the appraisal teplate.

Otherwise, the Copetencies region

does not appear in appraisals.

Clic: in the Competency emplate"ield.

22. nter the desired in"oration into the Competency emplate"ield. nter I/0)

ear End &ppra"salI.

23. +he %pdate Competency Prof"leoption deterines whether the application

#pdates copetency pro"iles a#toatically a"ter the appraisal.

Clic: the %pdate Competency Prof"leoption.

2


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Step &ct"on

3'. Fo# can incl#de the appraisee and ain appraiser ?#estionnaires in the appraisal.

Appraisers can coplete the ?#estionnaire yo# identi"y "or the appraisee.

Clic: in the &ppra"see 9!est"onna"re"ield.

32. nter the desired in"oration into the &ppra"see 9!est"onna"re"ield. nter

I9!est"onna"reI.

33. Clic: in the Ma"n &ppra"ser 9!est"onna"re"ield.

3. Clic: the $ert"calscrollbar.

37. Clic: the &dd"t"onal 5eta"lsoption.

3). Clic: the Competency Rat"ng and Commentsoption.

3(. Clic: the Completed 9!est"onna"reoption.


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Step &ct"on


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Step &ct"on

'. Hegin by navigating to the Manage Competency emplatespage.

Clic: the -R Profess"onal .4#0lin:.

2. Clic: the Manage Competency emplateslin:.

3. +he Manage Competency emplatepage enables yo# to create a copetency

assessent teplate.

Fo# de"ine as any copetency assessent teplates as yo# need to eet yo#r

enterprise re?#ireents. Alternatively, yo# can de"ine an assessent teplate "or

yo#r enterpriseGs core copetencies, and the ain appraiser or appraisee can

incl#de additional copetencies, s#ch as those appropriate to a ob or an

individ#al, d#ring the appraisal.

Page 8


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Step &ct"on


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Step &ct"on

=. Clic: in the 3ame"ield.

>. nter the desired in"oration into the 3ame"ield. nter I/0)Competency

emplateI.


). O#tside these dates, the teplate is not available "or #se.

nter the desired in"oration into the .al"d /rom"ield. nter I01!n200)I.

(. Clic: in the 5escr"pt"on"ield.

'0. nter the desired in"oration into the 5escr"pt"on"ield. nter ICompetency

emplate for /0) ear End &ppra"salI.

''. Clic: in the nstr!ct"ons for &ppra"sal Part"c"pants"ield.

'2. nter the desired in"oration into the nstr!ct"ons for &ppra"sal Part"c"pants

"ield. nter IEnter t7e nstr!ct"ons for &ppra"sal Part"c"pantsI.

'3. Clic: the Rat"ng Scale ypelist.

'. Clic: the S!mlist ite.

Page 1


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Step &ct"on

'7. Clic: the $ert"calscrollbar.

'). Clic: the ncl!de ob Competenc"esoption.

'(. Fo# can add copetencies individ#ally to the pro"ile to pop#late a wor:erGscopetency pro"ile.

Clic: the &dd Competenc"esb#tton.

20. -n the !earch region o" the &dd Competenc"espage, yo# can search "or e/isting

copetencies.

Step &ct"on

2'. Clic: the Competency ypelist.

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Step &ct"on

22. Clic: the Comm!n"cat"onlist ite.

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Step &ct"on

23. Clic: the ob#tton.

Page 13


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Step &ct"on

2


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Step &ct"on

2=. Clic: the Selectoption.

Page 15


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Step &ct"on

2>. Clic: the &pplyb#tton.

Page 16


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Step &ct"on

27. Clic: the $ert"calscrollbar.

2). Clic: the &pplyb#tton.

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Step &ct"on

2(. Clic: in the 3ame"ield.

30. nter the desired in"oration into the 3ame"ield. nter I/0)Competency

emplateI.

3'. Clic: the ob#tton.

32. Clic: the %pdateb#tton.

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Step &ct"on

33. Clic: in the .al"d o"ield.

3. Clic: the &pplyb#tton.

37. Fo# have copleted the Creating and 5anaging Copetency +eplatesproced#re.

End of Proced!re#

Creat"ng and Manag"ng Ob(ect"$es emplates

+he Obective +eplate speci"ies how to assess obectives in appraisals. hen yo# create an

obective teplate, yo# can1!peci"y validity dates1 O#tside these dates, yo# cannot #se the teplate.!peci"y the teplate scope1 $lobal teplates are available in all enterprise b#siness gro#ps.

-ncl#de instr#ctions to participants1 +hese instr#ctions appear, "oratted as yo# speci"y, in the

obectives section o" the appraisal.

-n this topic, yo# will create and anage obectives teplate.

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Proced!re

Step &ct"on

'. Hegin by navigating to the Manage Competency emplatespage.


Page 2


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Step &ct"on

2. Clic: the Manage Ob(ect"$e emplatelin:.

3. +he Manage Ob(ect"$e emplatepage enables yo# to create a obective

assessent teplate.

Fo# de"ine as any obective assessent teplates as yo# need to eet enterprise

re?#ireents. Fo# ay also want to de"ine a di""erent obective assessent

teplate "or each per"orance*anageent period.


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Step &ct"on

=. Clic: in the 3ame"ield.

>. nter the desired in"oration into the 3ame"ield. nter I/0)Ob(ect"$e

emplateI.


). O#tside these dates, the teplate is not available "or #se.

nter the desired in"oration into the .al"d /rom"ield. nter I01!n200)I.

(. Clic: in the 5escr"pt"on"ield.

'0. nter the desired in"oration into the 5escr"pt"on"ield. nter IOb(ect"$e

template for /0) ear End &ppra"salI.

''. Clic: in the nstr!ct"ons for &ppra"sal Part"c"pants"ield.

'2. nter the desired in"oration into the nstr!ct"ons for &ppra"sal Part"c"pants

"ield. nter IEnter t7e "nstr!ct"ons for &ppra"sal part"c"pantsI.

'3. Clic: the Rat"ng Scale ypelist.

'


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Step &ct"on

'>. nter the desired in"oration into the Performance Scale"ield. nter Ilobal

PerformanceI.

'7. Clic: the otal Scorelist.

'). Clic: the S!mlist ite.

'(. Clic: the &pplyb#tton.

20. -n the !earch region o" the Manage Ob(ect"$e emplatespage, yo# can search

"or e/isting teplates.

Step &ct"on

2'. Clic: the 3ameb#tton.

22. nter the desired in"oration into the 3ame"ield. nter IOb(ect"$e emplateI.


2


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Step &ct"on

2=. Clic: in the .al"d o"ield.

2>. nter the desired in"oration into the .al"d o"ield. nter I01May200*I.

27. Clic: the &pplyb#tton.

2). Fo# have copleted the Creating and 5anaging Obectives +eplates proced#re.

End of Proced!re#

&dm"n"ster"ng 9!est"onna"res

+he ;#estionnaire Adinistration od#le helps to a#toate the creation o" ?#estionnaires "or

#se in appraisals or s#rveys.

6 Pro"essional #sers de"ine ?#estionnaires "or incl#sion in appraisal teplates #sing the sel"*

service Create ;#estionnaire "#nction. Appraisal ?#estionnaires can incl#de a list o" ob*based

career paths "or disc#ssion d#ring the appraisal.

-n this topic, yo# will create ?#estionnaire adinistration.

Page 24


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Proced!re

Step &ct"on

'. Hegin by navigating to the 9!est"onna"re &dm"n"strat"onpage.


Page 25


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Step &ct"on

2. Clic: the 9!est"onna"re &dm"n"strat"onlin:.

3. +o create a ?#estionnaire, yo# #se the 9!est"onna"re &dm"n"strat"onpage.

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Step &ct"on


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Step &ct"on

=. Clic: in the 9!est"onna"re 3ame"ield.

Page 28


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Step &ct"on

>. nter the desired in"oration into the 9!est"onna"re 3ame"ield. nter IMa"n

&ppra"ser 9!est"onna"reI.

Page 29


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Step &ct"on

7. Clic: the P!bl"cat"on Stat!slist.

Page 3


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Step &ct"on

). Any ?#estionnaire that yo# attach to an appraisal teplate #st have the stat#s o"

P!bl"s7ed#Fo# can p#blish a ?#estionnaire either when yo# create it or at a later

date.

Clic: the P!bl"s7edlist ite.

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Step &ct"on

(. Clic: the lobal 9!est"onna"reoption.

Page 32


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Step &ct"on

'0. Clic: in the B!s"ness ro!p"ield.

Page 33


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Step &ct"on

''. ;#estionnaires are available only in the b#siness gro#p in which yo# create the.

+o incl#de the sae ?#estionnaire in all appraisals in the enterprises that #se

#ltiple b#siness gro#ps, de"ine the ?#estionnaire with a global scope.

nter the desired in"oration into the B!s"ness ro!p"ield. nter I."s"onCorporat"onI.

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Step &ct"on

'2. Clic: in the -M; e


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Step &ct"on

'3. nter the desired in"oration into the -M; e


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Step &ct"on

'


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Step &ct"on

'=. Clic: the &pplyb#tton.

Page 38


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Step &ct"on

'>. Clic: in the 9!est"onna"re 3ame"ield.

Page 39


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Step &ct"on

'7. nter the desired in"oration into the 9!est"onna"re 3ame"ield. nter IMa"n

&ppra"ser?I.

Page 4


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Step &ct"on

'). Clic: the lobal 9!est"onna"reoption.

Page 41


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Step &ct"on

'(. Clic: in the B!s"ness ro!p"ield.

Page 42


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Step &ct"on

20. nter the desired in"oration into the B!s"ness ro!p"ield. nter I."s"on

Corporat"onI.

Page 43


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Step &ct"on

2'. Clic: the ob#tton.

Page 44


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Step &ct"on

22. Clic: the %pdatelist.

Page 45


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Step &ct"on

23. Clic: in the -M; e


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Step &ct"on

2

;"st ma(or accompl"s7ments

I.

Page 47


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Step &ct"on

2=. Clic: the Cont"n!eb#tton.

Page 48


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Step &ct"on

2>. Clic: the &pplyb#tton.

27. Fo# have copleted the Adinistering ;#estionnaires proced#re.

End of Proced!re#

Page 49


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Performance Management PlansPer"orance 5anageent incl#des in"oration on setting #p a per"orance anageent plan.

pon copletion o" this lesson, yo# will be able to1

B !et #p a per"orance anageent plan*parallel and cascading.

Sett"ng !p Performance Management PlansCascad"ng and Parallel

+he Per"orance 5anageent Plan P5PE de"ines the per"orance*anageent process "or a

speci"ied period, s#ch as a calendar year. -t identi"ies1

B 5ebers o" the plan.

B hether and how yo# will set obectives "or plan ebers.

B hether the application will create appraisals a#toatically "or plan ebers.

B +as:s "or the wor:ers and anagers to per"or thro#gho#t the process.

6 Pro"essionals create and anage the P5P #sing the Per"orance 5anageent Plans

"#nction. Fo# can also speci"y the obective setting process "or the P5P as either cascading orparallel process.

-n this topic, yo# will create Per"orance 5anageent Plans with cascading and parallel

obective setting processes.

Proced!re


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Step &ct"on

'. Hegin by navigating to the Performance Management Planspage.

Clic: the %S S!per -RMS Managerlin:.

2. Clic: the $ert"calscrollbar.3. Clic: the Performance Management Planslin:.


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Step &ct"on

=. Clic: in the Create Plan"ield.

Page 53


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Step &ct"on

>. nter plan 3ame. As this nae is also the nae o" each personal scorecard, devise

a eaning"#l naing standard to identi"y the plan clearly.

Clic: in the 3ame"ield.

7. nter the desired in"oration into the 3ame"ield. nter IPlan for /0)0*I.

). Clic: in the Start 5ate"ield.

(. nter the desired in"oration into the Start 5ate"ield. nter I01&pr200)I.

'0. Fo# can enter the Plan Adinistrator, who anages the plan who can #pdate it,"or e/apleE and is the signed*on #ser, by de"a#lt. Fo# can select a di""erent plan

adinistrator "ro the list o" people yo#r sec#rity pro"ile enables yo# to access.

''. Clic: in the End 5ate"ield.

'2. nter the desired in"oration into the End 5ate"ield. nter I+1Mar200*I.'3. Clic: the 3e


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Step &ct"on

'=. Clic: the -"erarc7y ypelist.

'>. Clic: the S!per$"sorlist ite.

'7. Clic: in the S!per$"sor"ield.

'). nter the desired in"oration into the S!per$"sor"ield. nter IEr"c:son, BarryI.

'(. Clic: in the -"erarc7y ;e$els"ield.

20. nter the desired in"oration into the -"erarc7y ;e$els"ield. nter I1I.

2'. Clic: the 3e


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Step &ct"on

23. Clic: the ncl!de Ob(ect"$e Sett"ng "n Processoption.

2


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Step &ct"on

33. -" yo# select the -ncl#de Appraisals in Process option, the application can create

appraisals a#toatically "or plan ebers.

Clic: the ncl!de &ppra"sals "n Processoption.

3


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Step &ct"on

3>. nter the desired in"oration into the Searc7 By"ield. nter I/0) ear End

&ppra"salI.

Page 58


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Step &ct"on


Page 59


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Step &ct"on

3). Clic: the Selectoption.

Page 6


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Step &ct"on

3(. Clic: the Selectb#tton.

Page 61


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Step &ct"on


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