Escolar Documentos
Profissional Documentos
Cultura Documentos
Student Guide
D75501GC30
Edition 3.0
February 2014
D84789
Richard Kellam
Sweta Bhagat
Disclaimer
Technical Contributors
and Reviewers
Lynn Raiser
Hema Hardikar
Jyothi Meruva
Megan Wallace
Lakshmi Venkat
Claudia Roberts-Hawkins
Andrew Gillibrand
Nancy Lang
Eric Tomanek
Kris Van der Ploeg
Kati Robison
Surlina Yin
Amy Kust
Trademark Notice
Editor
Richard Kellam
Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other
names may be trademarks of their respective owners.
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Authors
Lesson 1:
Lesson 2:
Introducing Oracle Fusion Applications and Talent
Management .................................................................................. 7
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CONTENTS
Lesson 3:
Define Common Applications Configuration for Human
Capital Management ..................................................................... 29
Define Common Applications Configuration Objectives ..................................
Common Applications Configuration Overview ..............................................
Define Workforce Profiles ..........................................................................
Oracle Fusion Profile Management ..............................................................
Oracle Fusion Profile Management Example ...............................................
Profile Management Terminology .............................................................
Describe Oracle Fusion Profile Management Integrations ...............................
Describe Oracle Fusion Profile Management Integrations Examples ..............
Profile Management Considerations ............................................................
Profile Management Setup .........................................................................
Configure Talent Profile Settings ................................................................
Profile Management Lookups .....................................................................
Profile Management Notifications................................................................
Profile Management Notifications Details .....................................................
Profile Management Descriptive Flexfields ...................................................
Set Up Talent Profile Content .....................................................................
Content Library ........................................................................................
Content Library Details ...........................................................................
Content Types .........................................................................................
Content Types and Content Library ..........................................................
Demonstration: Creating an Implementation Project.....................................
Demonstration: Assigning Implementation Tasks .........................................
Demonstration: Content Types ..................................................................
Free-Form Content Types ..........................................................................
Content Type Properties ............................................................................
Content Type Properties Details ...............................................................
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Lesson 4:
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Lesson 6:
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Lesson 7:
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Lesson 8:
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Lesson 9:
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Lesson 10:
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Course Objectives
After completing this course, you should be able to:
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Course Schedule
This course is designed to generally follow this agenda:
Day One:
Course Overview
Introduction to Oracle Fusion Applications and Talent Management
Common Applications Configuration for HCM
Goal Management Setup and Administration
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Day Two:
Day Three:
Day Four:
Content type and new content items contained within the content types
Goals in the Goal Library
Performance goal plans
Questionnaire templates, and questionnaires made from the templates
Questions used in the questionnaires
Performance roles used in performance evaluations
Process flow definitions, and Profile Content and Goals sections used in a
performance template
Performance templates used to create performance documents
Rating model distributions
Readiness category lookups for succession plans
Talent review templates used to create talent review meetings
Talent review meetings
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Related Resources
Recommended Resources
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Spans the full width at the top of the user interface shell and is stable, consistent,
and persistent for all users
Contains controls that, in general, drive the contents of the other three areas
(regional, local, and contextual)
Regional Area
Local Area
Contextual Area
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Note: The More Details icon usually takes you to the Fusion pages to perform detailed
tasks; you can return to the simplified user interface any time by clicking the Home link.
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Home Page
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Welcome Dashboard
The Welcome dashboard is the first and default tab on the Oracle Fusion home page
and includes these dashboard regions:
Transaction and business intelligence dashboards appear after the Welcome tab based
on users' roles. These dashboards enable users to monitor the status of underlying
applications and act as launch points into relevant work areas. Business intelligence
dashboards are also role based and can appear under an Oracle Fusion home tab. You
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create this type of dashboard by using the OBIEE tool, and development embeds them
in an Oracle Fusion home tab.
Spaces Tab
The Spaces tab appears last, if the users' implementation enables WebCenter services,
and displays the list of available spaces. When users open a space, its contents appear
on the Spaces tab.
For example, a general accounting manager may see the following tabs:
Welcome
General Accounting (a transaction dashboard for the accounting manager role)
Manager Resources (a transaction dashboard for the group manager role)
Employee Resources (a transaction dashboard for the employee role)
Profitability (a business intelligence dashboard for the accounting manger role)
Spaces (if WebCenter services is enabled)
Not all roles have a dashboard assigned to them. Therefore, some users see only the
Welcome tab. If users have access to a large number of dashboards, some of them
may appear in an overflow menu.
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Dashboards
Dashboards enable users to monitor information to prioritize which transactions to
complete first.
Transactional
Built using Oracle Transactional Business Intelligence (OTBI), transaction dashboards
are core to the business process, and provide centralized launching pads into key tasks
and a way to monitor the status of the underlying transactions
Per business domain (such as Sales, Finance, CRM, Projects, Supply Chain,
and Manufacturing)
Per corporate function (such as employee, manager, and executive)
Business Intelligence
Built using Oracle Business Intelligence Enterprise Edition (OBIEE), business
intelligence dashboards are complimentary to the business process, and answer
fundamental questions about the health of the business: financial, operational, or
comparative in nature. Although transaction dashboards can also contain analytics,
business intelligence dashboards contain more robust intelligence and are built on the
OBIEE technical stack.
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This course focuses on the Workforce Development business process, which consists
of four business processes that can be performed when setup is complete:
Talent Review
Performance Management
Goal Management
Succession Management
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The Oracle Fusion HCM Talent Management functionality enables you to define all the
components of a talent management system and perform the functional tasks to meet
your enterprise requirements. The Oracle Fusion Talent Management functions
include:
Profile Management: Set profile options and define common objects and
defaults that your organization will use across Talent Management. Track various
worker attributes such as education and skills, together with requirements for
jobs, business entities, and roles in the organization.
Goal Management: Manage performance and development goals and goal
plans, add and update, and assign goals to workers, administer worker goals,
and manage the goal library.
Performance Management: Manage performance templates from which
performance documents are created to rate workers. Set goals and
competencies in a performance document, then evaluate them according to your
organization's scoring system.
Talent Review: Manage templates used to create talent review meetings.
Conduct talent review meetings to evaluate organizational trends, assess
strengths, and address areas of risk for an entire organization.
Succession Management: Develop and maintain succession plans to track
people who will eventually replace personnel currently in key positions. Track
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Plan Successions
- Identify succession candidates to fill key positions.
- Identify talent pool members to maintain bench strength of succession
candidates, and assign goals to them to promote their growth.
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- Add and update tasks to provide workers with specific actions that determine
how they can achieve their goals.
- Update worker's person profiles by adding target outcomes to goals.
- Share an individual's development goals with direct reports or others to make
the goals accessible to copy.
- Assign a manager's development goals to direct reports.
Analyze Workforce Development
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Go to the Manage Performance Templates page and review the contextual help.
Identify and use the primary ways to access Oracle Fusion Applications Help.
Use the Search by Functional Setup navigator to find Workforce Development.
Search for goal plans and view the retrieved topics.
Use the Guides link to identify what guides are available.
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You are taken to Oracle Fusion Applications Help, with your help topic
displayed.
11. Close the browser tab, which causes the Performance Template: <Performance
Template Name> page to open.
If none of the topic links seem to answer your question, you can click More Help.
12. Click More Help.
Again, you are taken to Oracle Fusion Applications Help, with topics related to
the relevant business process listed.
13. Close the browser tab, which causes the Performance Template: <Performance
Template Name> page to open.
14. Close this contextual help, as you will use the remaining method to open Oracle
Fusion Applications Help.
15. In the global area Help menu, click Applications Help.
In Oracle Fusion Applications Help, you can read more about the setup tasks
covered in this course.
There are several Search by... navigator panels. In this course we are most
interested in the Search by Functional Setup navigator.
16. Click Offerings.
17. To drill into the offering on which this course is based, click Workforce
Development.
All of help topics related to Workforce Development appear. You can reduce
the number of topics by:
- Searching for a term
- Selecting a task group in the navigator
18. In the Search field, enter goal plans.
19. Press Enter.
You now have a set of help topics related to the goal plans key words. You can
also select a task group from the navigator that would include all topics.
20. To clear the Search field, press Backspace.
21. On the left, click Define Worker Goal Setting.
This provides a few more topics on Define Worker Goal Setting in a different sort
sequence, so a more generic approach. You can also access the guides related
to this offering from here.
22. Click Guides.
Contextual page-level and Oracle Fusion Applications Help user assistance
supports your learning, and is never more than a few clicks away!
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Lesson Highlights
In this lesson, you should have learned how to:
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Define Common Applications Configuration task list in Oracle Fusion Functional Setup
Manager
NOTE: In this course, only the common configuration tasks that are specifically relevant
to Talent Management will be discussed.
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_______________________________________________________
Profile Management provides a framework for developing and managing talent profiles
that meet your industry or organizational requirements. Profiles summarize the
qualifications and skills of a person or a workforce structure such as a job, position,
organization, or job family.
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Content library: The content library provides the foundation for profiles as it
stores both content types and content items.
Content type: An attribute such as a skill, competency, or qualification that is
added to a profile.
Content item: An individual competency, skill, or qualification within a content
type that you track in profiles.
Content subscriber: Applications external to Oracle Fusion Profile Management
that use content types.
Educational establishment: A school, college, university, and so on that
workers use when they add education information, such as degrees, to their
profile.
Person profile: A collection of a worker's skills, qualifications, education
background, and so on.
Model profile: A collection of the work requirements and required skills and
qualifications of a workforce structure, such as a job or position.
Profile type: A template for person or model (job) profiles that is built using
content types.
Rating model: A scale used to measure the performance and proficiency of
workers.
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Lookups are lists of values in applications. Profile Management includes several lookup
types that have user or extensible customization levels. You should review these
lookups, and update them as appropriate to suit your enterprise requirements.
For more information about Profile Management lookups, click Help. In the Workforce
Development offering, search for the following: profile management lookup types.
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_______________________________________________________
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Content Library
Content Types
Content Items
Educational Establishments
Rating Models
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Content Library
The foundation of Oracle Fusion Profile Management is the content library.
This figure illustrates how the content library, content types, and content items fit
together.
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DEGREE
GOAL
LANGUAGE
CATEGORY
COMPETENCY
MEMBERSHIP
EDUCATION_LEVEL
HONOR
PRODUCT
PRODUCT_PROBLEM_CODE
PROBLEM_CODE
PLATFORM
COMPONENT
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PERFORMANCE_RATING
WORK_REQUIREMENTS
CAREER_STATEMENT
RISK
ADVANCEMENT_READINESS
POTENTIAL
CAREER_PREFERENCES
SPECIAL_PROJECT
TALENT_SCORE
ACCOMPLISHMENT
AREA_OF_STUDY
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Content Types
Content types that you want to track in talent profiles are:
Skills
Qualities
Qualifications
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Properties: Fields to be displayed when setting up the content items and the
attributes of those fields
Relationships: Associations between content types, where one content type is
a parent of another, or where one content type supports another
Subscribers: Other Oracle Fusion applications that use content types
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In the Task Lists and Tasks section, select the Workforce Development row.
Click Assign Tasks to open the Assign Tasks dialog box.
Click the Select and Add icon to open the Select and Add: Users dialog box.
In the User ID field, enter Your.UserID.
Click Search.
Click the Your.UserID row.
Click Apply.
Click Done to return to the Assign Tasks dialog box.
Click Save and Close to return to the Implementation Project: Demo Workforce
Development page.
10. Click Done to return to the Manage Implementation Projects page.
11. Click Done to return to the Setup and Maintenance work area, Overview page,
All Tasks tab.
Discuss the key concepts for accessing implementation projects and tasks while
you navigate through the relevant tabs.
12. Click Assigned Implementation Tasks tab.
13. In the Task List column, click Sort Ascending.
14. Click the Implementation Projects tab.
15. Click Demo Workforce Development.
The Implementation Project: Demo Workforce Development page is the main
page from which we will work through the tasks in this course, as our course
closely follows this flow, with some variation.
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Demonstration Steps
Sign in as Your.Implementer.
Start Here
Setup and Maintenance work area, Implementation Project: XX Talent page
These task lists are expanded: Workforce Development - Define Common
Applications Configuration for Human Capital Management - Define Workforce
Profiles - Define Talent Profile Content
1. In the Manage Profile Content Types task row, click Go to Task to open the
Manage Content Types page.
2. In the Search Results section, review the predefined content types.
3. Select the Competencies row.
4. On the Search Results section toolbar, click Edit.
5.
6.
7.
8.
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Some of the properties and attributes for predefined content types cannot be
changed.
Click the Relationships tab.
Click the Subscribers tab.
Click Cancel to return to the Manage Content Types page.
Click Done to return to the Implementation Project: XX Talent page.
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Content type properties represent the information that you want to capture for the
content type. They are the attributes that are used to define the content items for a
content type.
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Content Subscribers
Content subscribers are codes that represent other Oracle Fusion products or
applications that use content types. Examples of predefined subscriber codes
are:
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Content Items
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Definition:
Content items are the individual skills, qualities, and qualifications within the content
types in the content library. For example, within the Competencies content type,
communication is a content item. You can create content items to meet your business
needs.
Content items contain:
Properties: Content items inherit the fields and field properties that you define
for the content type to which the item belongs. For example, one of the fields
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Sign in as Your.Implementer.
Start Here
Setup and Maintenance work area, Implementation Project: XX Talent page
These task lists are expanded: Workforce Development - Define Common
Applications Configuration for Human Capital Management - Define Workforce
Profiles - Define Talent Profile Content
1. In the Manage Profile Content Items task row, click Go to Task to open the
Manage Content Items page.
2. In the Search Results section, review the predefined content items for the
Competencies content type.
3. Select one of the content items.
4. Click Edit to open the Edit Content Item page.
5. Show the fields and their attributes.
6. Click Cancel to return to the Manage Content Items page.
7. Click Done to return to the Implementation Project: XX Talent page.
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Educational Establishments
Key Concepts:
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Rating Models
Key Concepts:
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Use rating models to rate workers on their performance and level of proficiency in
the skills and qualifications that are set up on the person profile.
You can also use rating models to specify target proficiency levels for items on a
model profile, so that the model profile can be compared to workers' profiles.
To rate workers on their performance and proficiency, you attach rating models
to the content types that are included in the person profile, and then workers can
be rated on the items within the type. For example, you can rate workers on the
Communication content item within the Competencies content type.
Rating models that measure workers' potential and the impact and risk of loss
are also available.
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Rating levels
Review Points
Rating categories
Distributions
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Proficiency Level: For model profiles, you can specify target proficiency levels
for items on the profile, so that the model profile can be compared to workers'
profiles.
Usage: Using the ratings, managers can compare a model profile to workers'
profiles to determine the best person suited to fill a position. Workers can
compare their profile to model profiles to identify other positions within the
organization that they are suited for, or to identify gaps in skills that they need to
fill before applying for other positions.
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Profile types
Instance qualifiers
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Profile Types
Profile types include:
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Sections: Content types are referred to in profile types as content sections, and
you can include content types from the content library and free-form ones.
Section Properties: Content section properties are attributes that are used to
define data included in a person profile and displayed in the portrait.
Predefined Sections: Do not delete the Career Potential, Performance Rating,
and Risk of Loss, and Talent Score sections, as these sections are the source for
the Talent Ratings region of the Career Planning card, and are used by
Performance Management and Talent Review.
Section Visibility: Content sections that you add to the person profile type
appear only on the Experience and Qualifications card; you cannot specify where
you want them to appear.
Section Role Access: For workers to be able to add a content section to their
profiles, you must set up role access for employees to be able to edit the content
section.
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Note: Source and View Attribute attributes are not used and can be ignored.
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STATE_PROVINCE_ID: Field for storing the state ID. This field is used in
conjunction with the field COUNTRY_ID.
DATE_FROM: Field for storing the start date information of a content section.
This field is used for maintaining the history of profile items.
DATE_TO: Field for storing the end date information of a content section. This
field is used for maintaining the history of profile items.
ITEM_DATE_1 to ITEM_DATE_10: Fields for storing dates.
ITEM_TEXT30_1 to ITEM_TEXT30_5: Fields for storing data that requires
selecting values from a check box.
ITEM_TEXT30_6 to ITEM_TEXT30_15: Fields for storing data that requires
selecting values from a list. Ensure that the value of the Value Set Name field is
a lookup type. For example, HRT_RISK_REASON is a lookup type for selecting
risk of loss reasons.
ITEM_TEXT_240_1 to ITEM_TEXT_240_15: Fields for a simple text, such as a
name. Each field can store up to 240 characters of data.
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Content sections
Summary text
Demonstration Steps
Sign in as Your.Implementer.
Start Here
Setup and Maintenance work area, Implementation Project: XX Talent page
These task lists are expanded: Workforce Development - Define Common
Applications Configuration for Human Capital Management - Define Workforce
Profiles - Define Talent Profiles
1. In the Manage Profile Types task row, click Go to Task to open the Manage
Profile Types page.
2. From the Search Results section, select the PERSON row.
3. On the Search Results section toolbar, click Edit to open the Edit Profile Type
page.
4. On the Content Sections tab, click Competencies.
5. In the Content Sections section, click the Competencies link to access the
section properties on the Content Section page.
6. Review the properties and section access options.
7. Click Cancel to return to the Edit Profile Type page.
8. Click the Summary tab.
9. Review the predefined text and the locations on which each text block appears.
10. Click Cancel to return to the Manage Profile Types page.
11. Click Done to return to the Implementation Project: XX Talent page.
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Summary Text
Person Profile Text
Key Concepts:
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Text Display: For the person profile type, many of the content sections have
summary text that appears on regions of the profile cards.
Text Usage: You can use the existing text, or change it to suit your business
needs. For example, you might want to update the text that appears on the Skills
and Qualifications card before an annual performance review period to remind
workers to update their skills so that they are current for the performance review.
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Instance Qualifier
Key Concepts:
Definition: An instance qualifier set is a group of codes that you use to uniquely
identify different occurrences of the same profile item, such as a competency, or
a performance rating.
Usage: Instance qualifiers typically identify the role of the person who edited a
profile item. For example, if a worker, the worker's peer, and the worker's
manager all enter a rating for a competency on the worker's profile, instance
qualifier sets uniquely identify each instance, or the rating given by each different
role.
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EVAL_TYPE
POTENTIAL
RISK
PERFORMANCE_RATING
TALENTSCORE
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Priority
Employer and Manager Views
Search Ability
Default Instance Qualifier for Employee and Manager
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Performance
Potential
Risk and Impact of Loss
Demonstration Steps
Start Here
Home work area, Welcome tab (default view after sign in)
1. On the global area Navigator menu, select Person Gallery to open the Person
Gallery page.
2. In the Keywords field, enter Jack Fisher.
3. Click the Search icon.
4. On the Search Results section, click Fisher, Jack to open the Jack Fisher
portrait page.
5. Click the Career Planning card for Jack Fisher.
6. On the Talent Ratings section, click the Edit icon button to open the Edit Talent
Ratings page.
7. Review the scores and ratings that you can edit for:
- Performance
- Potential
- Risk of loss and impact of loss
- Advancement readiness
8. Sign out.
Managers and HR specialists can enter ratings for workers directly on this portrait card,
but these ratings can also be changed during a talent review meeting and on a
performance document. Instance qualifier sets are used to identify where the rating was
given.
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Model Profiles
Manage Model Profiles
HR specialists only can create and edit model profiles for workforce structures, such as
Organization, Job Family, Job, and Position.
You can associate model profiles with jobs and positions. This association enables you
to define the work requirements and the required competencies, degrees, and other
skills for the job or position. This association also enables you to compare profiles and
use the best-fit analysis for tasks such as finding the worker best-suited for a job or for
helping workers identify their next career moves.
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Development and Growth: Displays current worker data. On this card you can
review and edit goals, and analyze competency gaps.
Experience and Qualifications: Displays historical talent data about a worker.
Access specific performance reviews, identify and review areas of expertise, and
maintain competencies, degrees and other accomplishments.
Career Planning: Displays information about a workers future plans. Add jobs to
the workers interest list, review and edit talent ratings and risk of loss, and
identify and review information about career preferences.
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subsequently are secondary items. The comparison displays the base item attributes,
and indicates the differences between the attributes of the secondary items and the
base items.
The information displayed in the comparison results is controlled by security access. For
example, line managers can compare their direct reports and view their performance
data in the comparison results. Human resource (HR) specialists can perform this
comparison only if they have security access to the persons' performance information.
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Review Question 1
You add properties for free-form content types when you:
1.
2.
3.
4.
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Review Question 2
Which of the following components of the person profile type can be changed:
1.
2.
3.
4.
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Review Question 3
Which of the following statements is true regarding rating models:
1. A rating model typically contains rating levels, review points, rating
categories, and distributions.
2. Rating categories determine the labels for analytics such as those used in
the talent review process.
3. Distributions are used only in Oracle Fusion Performance Management.
4. You attach rating models to content items.
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Review Question 4
You can create a new person profile type.
1. True
2. False
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Managers use the Team Talent pages to monitor their direct reports
Workers and managers use the Performance and Career pages to view
their personal talent information
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View talent ratings of direct reports: View performance and potential ratings,
impact of loss and risk of loss ratings.
View and edit data career statement and career preferences: You can click a
job profile to view required skills and qualification for that job profile.
View top career that matches your direct's skills: You can click a career to
view required skills and qualification for that career. You can also add a career to
Careers of Interest.
Access full Fusion pages: From the Talent page there are links to the full
Fusion Talent pages where you can view all data and perform all functions.
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View careers of interest: You can click a job profile to view required skills and
qualifications for that job profile.
View and edit data career statement and career preferences: You can click a
job profile to view required skills and qualifications for that job profiles.
View top career that matches your skills: You can click a career to view
required skills and qualification for that career. You can also add a career to
Careers of Interest.
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Goal Types
Target Outcomes
Tasks
SMART Goals
Goal Plans
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Oracle Fusion Goal Management provides the ability for workers, managers, and
organization owners to set and define goals that support the common objectives of your
organization. Using Goal Management, you can grow your organization's talent by
creating development goals that capture the growth and career aspirations of the entire
workforce. Workers can update goals throughout a goal setting and tracking cycle, and
managers and organization owners can track the goals as workers progress through
them.
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Note: If a Confirmation dialog box appears suggesting that the goal requires
approval, click OK. To see the goal in the goals list, in the View field, select
Current Goals.
The goal is added to Lindas list of performance goals after it is approved by her
manager, if approval is required by the Profile Option setting for approvals. Linda
wants to share one of her goals with a colleague, Fiona Arrington. When she
shares goals, the people with whom she shares a goal can copy the goal and
use is it as their own. Linda can select her goal and click the Share button to
share it directly. But she wants to confirm the goal details before she shares it.
7. In the table, click the Bring Customer Satisfaction Levels to 90% goal to open
the Edit Performance Goals page.
On the Edit Performance Goals page Linda can view details of the goal on the
Goal Details tab to see if it is suitable for Fiona. She wants to confirm that the
goal has a task.
8. Click the Tasks tab.
On the Tasks tab, Linda can see details of the task. You can use tasks to add
actions that can be performed toward completion of the goal. Linda decides it is
okay for Fiona and decides to share the goal.
9. Click the Goal Details tab.
10. Scroll down the Goal Details tab to the Share region.
Linda can share the goal with all of her direct reports, or other people in the
organization. Since Fiona is a peer, and not a direct report, she clicks the Search
and Select button.
11. Click Search and Select to open the Search and Select: Person page.
12. In the Name field, enter Fiona Arrington.
13. Click Search.
14. Select Arrington, Fiona.
15. Click Done.
16. In the Share sectopm, in the Share tasks column of the table, Linda selects Yes.
17. Click Submit to save the changes and add the goal to the Shared Goals region
of Fionas My Goals page. It also causes the Confirmation dialog box to open.
18. Click OK.
Linda can assign a goal to any of her direct reports and allow them to update the
goal. Linda wants to assign a goal to Elizabeth Mavery. She can assign one of
her existing goals to a direct report on the My Goals page. If she does so, then
the goals she assigns will be aligned with Lindas goal. But she decides instead
to add another goal for Elizabeth using the My Directs Goals page.
19. Select the My Directs' Goals link to open the Manage My Directs' Goals page.
You can add goals directly for her direct reports, or align their goals to other
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goals. Linda can use the Group By filter to view all of her direct reports, and all
of their goals either by worker name, or goal.
20. In the Group By field, select Worker.
21. In the View menu, select Current Goals.
22. In the Workers Goals column of the table, expand the icon for Mavery,
Elizabeth.
Linda can see Elizabeths goals. She decides to add another.
23. Click Add Goal to open the Add Performance Goal dialog box.
24. Select Add from goal library.
25. In the Goal Name field, select Become an Agent of Change.
26. Accept the default values.
27. In the Assignees field, select Mavery, Elizabeth.
28. Click Save and Close to return to the My Goals page.
Linda wants to ensure that the goal was added to Elizabeths 2013 Performance
Goals goal plan.
29. In the Workers Goals column under Mavery, Elizabeth, click the Become an
Agent of Change goal to open the Edit Performance Goals page.
On the Edit Performance Goals page, Linda can view and edit goal details. In
the Include in Goal Plan region, Linda can see that the 2013 Performance
Goals goal plan is checked, so it is in the correct goal plan. Linda can also view
and edit other details of the goal, and add Target Outcomes and Tasks, if
required.
30. Linda wants to add a competency target outcome to add to Elizabeths profile
when the goal is successfully completed. Select the Target Outcomes tab.
31. In the Add field, select Competencies to open the Search and Select:
Competencies dialog box.
32. In the Source field, select My Job Competencies.
33. Click the Search arrow icon.
34. In the table, select Problem Solving and click OK.
35. Select the Tasks tab.
Linda wants to add a task to give Elizabeth actions that she can perform to
progress to goal completion.
36. Click Add.
37. In the Name field, enter Reorganize Team Delivery Processes.
38. In the Type field, select Project.
39. Click Save and Close, which causes the Warning dialog box to open.
40. Click Yes to return to the Edit Performance Goals page.
Linda will enter a rating in the Target Proficiency Level field for the competency
target outcome when Elizabeth has completed the goal, which will update
Elizabeths worker profile. As a manager, Linda is also an organization owner.
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She can publish goals to make them available to all of the people in her
organization and track progress on the goals.
41. In the Tasks pane, select My Organization Goals to open the Organization
Goals page.
On the Organization Goals page, the organization owner can view current,
open, and completed organization goals that can exist either in a goal plan, or as
a current goal, open goal, or completed goal and not part of a goal plan. The
owner can also add organization goals, and publish, assign, and align the goals.
42. Linda wants to see the progress that her direct reports are making toward the
goals. Scroll down to the Goal Alignment Summary graphic. She can view the
percentage of her reports who have aligned their goals to the organization goals.
43. Review the Goal Progress Summary graphic to see the progress Lindas
reports are making on their goals that are aligned to the organization goals.
44. Linda wants to add another goal to the current goal plan and publish it. On the
Organization Goals page, in the View field, select 2013 Performance Goals.
45. Click Add Goal to open the Add Organization Goals dialog box.
46. Select New goal.
47. In the Name field, enter Increase Productivity by 10 Percent.
48. In the Description field, enter Resolve 10 percent more customer calls.
49. Click Save and Close, which causes the Confirmation dialog box to open.
50. Click OK to return to the Organization Goals page.
51. Linda wants to publish the goal. In the Organization Goals table, select the
Increase Productivity by 10 Percent goal.
52. Click Publish, which causes the Confirmation dialog box to open.
53. Click OK.
54. Linda wants to view the goals that Elizabeth already has, and those that are
shared with her. In the My Organization pane, click Mavery, Elizabeth to open
Elizabeths Goals page.
Linda can see the same view of Elizabeths page that Elizabeth sees. However,
Linda cannot see Elizabeths personal goals. In the goals table, Linda can see
the Become an Agent of Change goal she added for Elizabeth. In the Contextual
Area, Linda can see the Increase Productivity by 10 Percent organization goal
that she published.
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Workers can create and update goals to track throughout a review cycle or
longer.
Organization owners can publish goals to make them available for workers in the
supervisor hierarchy to add to their list of goals.
Workers and their managers can align the workers' individual goals to published
organization goals.
When workers add an organization goal to their own goals, that new goal is
automatically aligned to the published organization goal.
Aligning Goals
By aligning performance goals, you create a relationship between a worker's goal and
another goal, usually a higher-level organization or manager goal, so that the worker's
goal supports and contributes to achieving the higher-level goal. Goal alignment
provides the flexibility to:
Sharing Goals
Managers and workers can share goals so that others can add a copy of the goal or
align their own goals to it. Managers can share goals with both their direct and indirect
reports. Workers can share their goals with the colleagues whom they select. Tasks that
are associated with goals can also be shared. An e-mail notification is sent to the
people with whom the goal is shared.
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Approving Goals
Goal Management profile options can be configured to require manager approval when
the worker:
The manager receives worklist and e-mail notification of pending approvals and
responds using the notification request.
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Goal Types
Goal Type Key Concepts
Performance Goals
Performance goals are results-oriented, measure work-related performance, and often
use specific targets to assess the level of workers' achievement. Performance goals can
be used in performance documents as part of the evaluation process. Organization
goals are performance goals.
Development Goals
Development goals facilitate the career growth of individuals so that they can perform
better in their current jobs or prepare themselves for advancement.
Personal Goals
Personal goals are available only to the worker. Workers can use personal goals to
stretch their capabilities to increase their skills, for example, or as draft goals that they
can copy to their performance or development goals.
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Initial setup for this activity is performed using Functional Setup Manager
- Workforce Development Setup Offering: Define Worker Goal Setting
Ongoing maintenance is performed from the Goals work area
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Maintenance Tasks
The ongoing maintenance tasks are:
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Other Goal Management lookups do not have extensible customization levels and
cannot be edited or deleted. These are:
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43. In the Manage Descriptive Flexfields row, click Go to Task to open the
Manage Descriptive Flexfields page.
44. In the Flexfield Code field, enter HRG.
45. Click Search.
46. Select the HRG_GOALS row.
47. Click the Edit icon.
You must create a Global Segments object that always appears in the descriptive
flexfield region.
48. In the Global Segments region, click Create to open the Create Segment page.
49. In the Name field, enter Duration.
50. In the Code field, enter DURATION.
51. In the Description field, enter Determines whether the goal is for a full year,
half year, or project.
52. In the Column Assignment section, in the Data Type field, select Character.
53. In the Table Column field, select ATTRIBUTE2.
54. In the Value Set field, select Search to open the Search and Select: Value Set
dialog box.
55. In the Search field, enter HRG_DURATION_VAL_SET and click Search.
56. Select the HRG_DURATION_VAL_SET row and click OK to return to the Create
Segment page.
57. In the Display Properties section, in the Prompt field, enter Goal Duration.
58. In the Display Type field, select Drop-down List.
59. In the Display Size field, enter 20.
60. In the Display Height field, enter 1.
61. Select BI Enabled to enable the flexfield to be used in reports.
62. Click Save and Close to return to the Edit Descriptive Flexfield page.
63. Click Save and Close to return to the Manage Descriptive Flexfields page.
64. In the Search Results field, select the HRG_GOALS row.
65. Click Deploy Flexfield to open the HRG_GOALS : Confirmation dialog box.
66. Click OK.
67. Sign out.
68. Sign in as linda.swift.
69. On the global area Navigator menu under Career, select Goals to open the
Goals work area.
70. In the Tasks pane, select My Goals to open the Goals page, Performance Goals
tab.
71. Click a goal in the table.
72. In the Success Criteria and Additional Details section, the Goal Duration
descriptive flexfield appears below the Comments text box.
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You can set the profile option in the Setup and Maintenance work area using the
Manage Worker Goal Setting Profile Option Values task or the Manage Administrator
Profile Values task.
Note: Only the Organization Goals Enabled profile option is available from the Manage
Administrator Profile Values task. Remaining profile options for Oracle Fusion Goal
Management are available from the Manage Worker Goal Setting Profile Option Values
task.
_______________________________________________________
For more detailed information on Goal Management profile options click Help, select the
Workforce Development offering in Functional Setup, then select Define Worker Goal
Setting. In the Search box enter profile options.
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Manual: Recommended; the object is enabled for manual sharing with Oracle
Social Network, where the social network user decides whether or not to share
each instance of the object with Oracle Social Network. Once shared, all updates
to enabled attributes of the object instance, and deletes, are sent to Oracle
Social Network. Updates to attributes that are not enabled are not sent.
Automatic: Automatically sends new object instances and updates to Oracle
Social Network. All object instances are automatically shared with Oracle Social
Network upon creation and all subsequent updates to enabled attributes of the
object instances, and deletes, are automatically sent to Oracle Social Network.
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Managers use the Team Talent pages to monitor goals of their direct
reports
Workers and managers use the Performance and Career pages to view and
add information related to their performance, development, and personal
goals
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View and add performance and development goals for direct reports.
Performance goals will be added to the performance document, if
configured to do so.
Click a goal to view and edit information about that goal.
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Note: If you click the More Goals link, you will open the Goal Management
work area.
19. Click goal Increase Shareholder Value to open the Goal: Increase Shareholder
Value page where you can view and edit information about the goal.
20. Click Edit and edit any data for the goal.
Note: If you click the More Details link, you open the Goal Management
work area.
21. Click Submit, which causes the Confirmation dialog box to open.
22. Click OK to return to the Goal: Increase Shareholder Value page.
23. Click Done to return to the Goals page.
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A repository of reusable goals that you create and maintain to manage the
enterprise goal-setting process efficiently
Organization owners, managers, and workers can search the goal library to
copy the goals
Managers and HR specialists can assign the goals, either in goal plans, or
individually, to a selected population
The goal library enables you to define goals consistently and reduce the
effort of creating a new goal if similar goals have been previously defined
The goal library is maintained as part of the content library in Oracle
Fusion Profile Management
New goals can be uploaded into the goal library using an applicationgenerated spreadsheet
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Goals
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Tasks Example
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Goal plans are a collection of performance or development goals that are grouped by
common characteristics, such as a specified time frame and a particular department
that must work on them. Goal plans are optional for tracking goals.
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Goal Eligibility
Key Actions:
Benefits > Plan Configuration > Eligibility Profiles > Create Participant Eligibility Profile
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If all eligibility profiles are marked as required, then an individual must meet the
criteria of all the eligibility profiles.
If no eligibility profile is marked as required, then an individual must meet the
criteria of at least one eligibility profile.
If some eligibility profiles are marked as required and some are not, then an
individual must meet criteria of all the required profiles and at least one
nonrequired profile.
If only one eligibility profile is marked as required, then an individual must meet
criteria of that eligibility profile.
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Administer Goals
Key Actions:
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First, you download the Organization Goals Upload worksheet, and copy the existing
goals to it, ensuring that the required fields are entered. You upload this spreadsheet to
commit the organization goals to the Oracle Fusion database.
Then, you download the Organization Goals Upload worksheet to populate the
Organization Goal Assignment worksheet with available goals with the correct IDs.
Then you can complete the Organization Goal Assignment worksheet to map goal
assignments to workers, and upload the worksheet.
Uploading, Assigning, and Updating Worker Goals Using a Spreadsheet
You can generate the spreadsheet to upload and assign new performance and
development goals to workers after selecting the Workers Goals option on the
Administer Goals page and clicking the Upload button. The spreadsheet contains a
single worksheet that you use to upload new worker goals or update existing worker
goals: Worker Goals Upload.
First, you download the Worker Goals Upload worksheet. To upload a new goal for a
worker, specify all the required columns in the Worker Goals Upload worksheet and
upload and save it to commit the new goals into the Fusion HCM database. The new
goal is displayed on the worker's My Goals page.
To update an existing goal assigned to a worker, specify goal attributes in the Search
region of the Worker Goals Upload worksheet and download the goal into the
spreadsheet. You can then update the goal and upload and save it to commit the
updated goals into the Fusion HCM database. The updated goal is displayed on the
worker's My Goals page.
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The tasks in the Define Organizational Goals and Measurements activity are:
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Add goals: Add goals from the library and create new performance,
development, and personal goals.
Update goals: Access goals to edit attributes, add tasks and target outcomes,
and update completion status.
Share goals: Share with peers or managers so others can copy the goal.
Align goals: Align your goal to another goal to support the goal of your manager,
another person in the organization, or the organization itself.
Add shared or organization goals: Add goals from these other sources to your
list of goals and edit and update them as required to fit your needs.
Filter goals: Use the selector to see all goals, those in goal plans, or other
selected views.
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Assign their own goals to workers: Any goal assigned by the manager is
automatically aligned to the managers goal.
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My Goals Page
Managing Worker Goals
The My Goals page is where all workers manage their own goals. Managers have the
added ability to assign goals to workers on this page. Managers can access the My
Goals page of a worker by selecting the worker name on the My Directs page.
Adding and Aligning Organization or Shared Goals
Organization goals and shared goals appear on the Contextual Area of the page. You
can select the organization or shared goal to add it to your own goals, or align one of
your goals to it. If more goals are shared than can appear in the Contextual Area, you
can select the All Organization Goals or More link to access the rest. You can hide
colleagues goals if you do not need to access them.
Adding Goals to Goal Plans
When a worker adds a performance or development goal, or the manager assigns a
goal, it is automatically added to any worker goal plan with start and end dates that
span the start, target completion, or actual completion dates of the goals. When goal
plans are created after adding goals, you can add goals to the goal plan by selecting the
goal plan name on the on the Create or Edit Organization Goals page. There, you can
also remove goals from a goal plan by deselecting the goal plan.
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Goals Page
Goals Page Key Actions
Workers, managers, and organization owners access individual goal pages to:
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Publish goals
Assign goals
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View workers and goals: Filter by worker or goal to quickly view the goals that
each direct report is assigned.
Add goals: Add goals that you either create or select from the goal library to
individuals or multiple direct reports, or cancel or delete goals.
Align goals: Align the workers goal to an organization, managers, or
colleagues goal.
Track worker goals: Select a goal to view the workers progress on it, and
update it as required.
Access worker Goals page: Select a worker name to access the workers
Goals page to see the same view as the worker for performance and
development goals. Personal goals can be viewed only by the worker.
View goal attainment history: The goal attainment history analytic displays a
history of the achievement on goals over time. Using this analytic, managers and
workers compare target values to actual values of all quantitative goals that have
the same goal category and unit of measure over a period by month, quarter, or
year.
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Add goals: Add organization goals that you either create or select from the goal
library, or cancel or delete goals.
Publish Goals: Publish goals so that they are available to everyone in your
organization without assigning the goals directly.
Assign goals: Assign goals to selected workers, or all direct or indirect reports.
Align goals: Align organization goals to another organization goal.
Track goal alignment: Use the Goal Alignment Summary analytic to quickly
determine how many workers in your organization have aligned their goals to
your organization goals.
Track goal progress: Use the Goal Alignment Summary analytic to determine
how workers are progressing toward achieving goals that are aligned to your
organization goals.
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Assigning Goals
You can assign existing organization assign goals from the My Organization Goals
page, or assign goals as you create them. Goals appear in the goal lists on the My
Goals page of the people to whom they are assigned.
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Review Question 1
You can turn the ability for workers and managers to access development goals
on and off in the Profile Options.
1. True
2. False
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Review Question 2
Target outcomes that you add to goals are profile content items that are updated
in the worker profile when the worker successfully completes the goal.
1. True
2. False
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Review Question 3
You can add goals to a workers existing goal plan by:
1.
2.
3.
4.
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Review Question 4
Workers can align their goals to those of:
1.
2.
3.
4.
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Managers
Organizations
Colleagues
All answers are correct
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1. True
Review Question 2: Target outcomes that you add to goals are profile content
items that are updated in the worker profile when the worker successfully
completes the goal.
1. True
Review Question 3: You can add goals to a workers existing goal plan by:
4. All statements are correct
Review Question 4: Workers can align their goals to the goals of:
4. All answers are correct
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Describe questionnaires
Identify questionnaire lookups
Manage questions
Manage questionnaires and templates
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_______________________________________________________
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Demonstration Steps
Start Here
Setup and Maintenance work area, Implementation Project: XX Talent
Implementation page
These task lists are expanded Workforce Development - Define Questionnaires
1. In the Manage Questionnaire Lookups row, click Go to Task to open the
Manage Questionnaire Lookups page.
2. Review the lookups.
3. Click on several of the linked lookups to view their attributes. For example,
HRQ_QUESTIONNAIRE_STATUS.
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Manage Questions
Questions
Key Concepts:
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Question Library
Configuring Questions and Responses in the Question Library
You configure questions and responses in the question library to add to the
questionnaire. You can create four types of questions and for each question type you
also configure specific responses and select the presentation method to determine how
the response appears. For example, for the single select question type, you can specify
either that the possible responses appear in a single select choice list or as radio
buttons.
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Demonstration: Questions
Demonstration Scope
Review questions of more than one type, with responses, including a
rating model as a response type.
Demonstration Steps
Sign is as linda.swift.
Start Here
Performance work area, Performance Management page
1. From the Setup Maintenance task list, click the Manage Questions link to open
the Manage Questions page.
2. In the Folders section, select Question Library.
3. In the Folder: Question Library section, in the Keyword field, enter Desc%.
4. Click Search.
5. Select a question.
6. Click Edit to open the Edit Question dialog box.
7. Select Update existing question.
8. Click OK.
9. Review the predefined question.
10. Click Cancel to return to the Manage Questions page.
11. Repeat steps 5 thru 9 to review other questions and their attributes.
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Text
Single choice
Multiple choice
No response
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Rating Models
Rating models are generally used to rate workers on their performance and level
of proficiency in the skills and qualities, along with potential, impact of loss, and
risk of loss, talent score, and other attributes.
Rating models can appear in questionnaires for:
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Questionnaire Considerations
When creating a questionnaire template or questionnaire:
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All participants who provide feedback for all performance documents, or to all
performance documents for a specific evaluation period
A more targeted audience, such as for a specific role like manager, peer, or
internal customer
An even more specific audience, such as for "Peers for the Q2 performance
document for 2013"
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Questionnaire Controls
ID and Folder
Owner Name
The Privacy setting controls access to the questionnaire or template.
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Private: Only the owner can then edit the questionnaire or template.
Public: Anyone with permission to access the questionnaire or template can edit
it.
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Review Question 1
Rating models in performance document questionnaires can be used in
performance evaluations to directly rate workers.
1. True
2. False
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Review Question 2
The available question types you can create include:
1.
2.
3.
4.
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Text
Multiple choice
No response
All answers are correct
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Review Question 3
You can create a questionnaire without first creating a template.
1. True
2. False
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Review Question 4
Questionnaires and templates have generated IDs that you cannot change.
1. True
2. False
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2. False
Review Question 2: The available question types you can create include:
4. All answers are correct
Review Question 3: You can create a questionnaire without first creating a
template.
2. False
Review Question 4: Questionnaires and templates have generated IDs that you
cannot change.
2. False
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Describe questionnaires
Identify questionnaire lookups
Manage questions
Manage questionnaires and templates
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During a performance evaluation, the line manager or worker can prompt the application
to update a performance document to include updated competencies from the worker's
job profile and content library, as well as new and revised performance goals. Also, the
content can populate the performance document automatically when it is created if the
performance template has been configured that way.
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1. Review Linda's the ratings and comments from her most recent performance
document. In the Performance Rating History graph, scroll over the bars to see
ratings and additional information for her three most recent performance
evaluations.
2. Click More Performance Documents to open the Performance Management
work area, My Evaluations tab.
Workers and managers can see a list of their most recent personal performance
documents and access them on the My Evaluations tab.
3. Expand the 2012 Annual Evaluation with Approval and Feedback
performance document, or any other.
4. View the tasks that are available to perform in the performance document.
5. Click the Restore Pane icon on the left side of the work area.
In the regional area, you can search for a performance document to directly
access it and use the My Performance Document History links to open the
most recent completed performance documents. The regional area also contains
a list of all Performance Management setup, administration, and monitoring tasks
available to the role of the person who is signed in. You can create and view
reports here as well.
6. Click the Collapse Pane icon.
7. Select the My Manager Evaluations tab.
On the My Manager Evaluations tab, managers view the progress their team
has made for each performance document, and overall progress for all
performance documents. They can view the performance documents for the
workers whose documents they manage. For each document, the next available
task is displayed.
8. Scroll down to view the list of workers.
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comments.
Note: The Copy Worker Comments button is only available if the comment
were not already completed.
24. Click Cancel or Done to return to the My Manager Evaluations tab.
25. Click the My Organization tab to review the Manager's Organization view.
The current performance document is defaulted in the Performance Document
field. The data in the analytics that appears on this tab is for the selected
performance document.
26. In the Performance Document field, select 2012 Performance Evaluation.
Discuss how you can change the document in the Performance Document field
to view data for other documents.
27. In the Rating Distribution section Manager field, search for and select a
manager and note how the data in the chart changes automatically.
The Rating Distribution chart shows rating information for the current manager.
You can switch to one of the manager's subordinate managers.
28. In the Task Completion Status section Task field, select Share Performance
Document or another task.
The manager can take a look at the completion status of all of the tasks in the
performance document.
29. Drag the scrollbar to move down the page. Press the left mouse button on the
Scrollbar and drag.
30. The manager can examine the My Organization Performance Summary for the
organization.
Click the Expand icon for Swift, Linda.
31. Further expand the Performance Summary using the same sub-manager as
used previously.
Click the Expand Icon.
32. Look at the Manager Comments for a worker for whom Linda Swift has provided
ratings and comments.
Click the View Manager Comments icon to open the Manager Comments dialog
box.
33. Click Done.
Selecting a worker and clicking on the Printable Page from the My
Organization Performance Summary section toolbar will generate a printable
version of the performance document for that worker as a pdf. Discuss but do not
click. Point to the Printable Page link.
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34. The manager can take a look at how their sub-managers are doing with their
tasks. Click the Expand icon on the Task Completion Summary per Manager
section.
35. Move further down the page. Press the left mouse button on the Scrollbar and
drag.
36. On the Performance and Potential section, the manager gets a graphical 9-box
representation comparing workers in the organization in the Potential versus
Performance analytic.
37. The manager can choose to see direct reports only. In the Performance and
Potential section, click Directs only.
38. View the Performance Document Approvals section to see a list of manager
tasks, including approvals.
39. Return to the top of the page. Press the left mouse button on the Scrollbar and
drag.
40. Click the My Feedback Requests tab, If available.
Discuss how any performance documents for which the manager was asked to
provide feedback appear on this tab.
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Initial setup for this activity is performed using Functional Setup Manager
- Workforce Development Setup Offering: Define Worker Performance
Ongoing maintenance is performed from the Performance work area
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Fusion applications. The profile options can also be accessed in FSM using the Manage
Worker Performance Profile Option Values task in the Workforce Development offering.
For more detailed information on Performance Management profile options click Help,
select the Workforce Development offering in Functional Setup, then select Define
Worker Performance. In the Search box enter profile options.
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Manual: Recommended; the object is enabled for manual sharing with Oracle
Social Network, where the social network user decides whether or not to share
each instance of the object with Oracle Social Network. Once shared, all updates
to enabled attributes of the object instance, and deletes, are sent to Oracle
Social Network. Updates to attributes that are not enabled are not sent.
Automatic: Automatically sends new object instances and updates to Oracle
Social Network. All object instances are automatically shared with Oracle Social
Network upon creation and all subsequent updates to enabled attributes of the
object instances, and deletes, are automatically sent to Oracle Social Network.
Social Object Name (the page where the object was initiated)
Performance Document
Evaluated By
Start Date
End Date
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Creating roles for participants that are eligible to access the performance
document to provide feedback
Providing description to assist users to determine which role to assign to
each participant
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Define Performance Roles: You can create as many roles as required for the
evaluation process that your organization employs. For example, you might have
roles such as peer, mentor, or colleague. Every role that you create is classified
as a participant role type. The manager and worker roles are required; you
cannot delete or edit them. You can, however, create performance templates that
do not require either the manager or worker role to answer a questionnaire,
though you must add the role names to the template to permit the manager or
worker to view feedback.
Provide a Role Description: Along with the role name, you can add a
description for the role. The description appears on the Manage Participant
Feedback pages to assist users in determining which role to assign to each
participant.
Make Roles Available to Access the Performance Document: The participant
roles you create, along with the manager and worker roles, are eligible to access
the performance document to provide feedback. You must select the roles in the
general performance template settings and in each section they will access to
make them available to the role in the performance document.
Associating Questionnaires to Roles: Each role is eligible to respond to only
one questionnaire for each performance document within a performance period.
You associate roles to the questionnaires that the role uses in the performance
template.
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Process Flow
To use eligibility profiles for performance documents, you must:
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Create the profiles (or use existing ones that qualify for use in Performance)
Add the eligibility profiles to the performance template used for the documents
you need to restrict
Run either or both the eligibility batch process and the individual worker eligibility
process to determine who is eligible for which documents
Create performance documents, which are then available only to qualified
workers
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20. In the Eligibility Criteria section, on the Employment tab, select the double
arrows to open the choice list.
21. Select Work Location.
22. Click the Create icon.
23. In the Sequence field, enter 1.
24. In the Display Name field, click Search to open the Search and Select: Location
Name dialog box.
25. In the Location Name field, enter Redwood%.
26. Click Search.
27. Select the row for Redwood City.
28. Click OK.
29. Click Save and Close to return to the Manage Eligibility Profiles page.
30. Click Done to return to the Implementation Project: XX Talent page.
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Process flows include the tasks, and their sequence, used by the
performance template for performance evaluations
Tasks and subtasks
Task sequence
Configurable task names used in performance document
_______________________________________________________
Set up the process flow to include the tasks, and their sequence, used by the
performance template for performance evaluations. You can create as many process
flows as required to support different types of evaluations, such as annual or
semiannual evaluations, project evaluations, and so on. Each template uses only one
process flow.
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Set Goals: Add content to rate, such as competencies and performance goals,
to the performance document. Include this task to let workers and managers
determine the content the worker is evaluated on, and expectations for the
worker, for example, at the beginning of an evaluation period. If this task is not
included, managers and workers can still add content in the Worker SelfEvaluation and Manager Evaluation of Worker tasks.
Note: This task is required if the Set Next Period Goals task is included in the
process flow for the preceding evaluation period.
Worker Self-Evaluation: Worker evaluates self. Worker can also add content to
be rated to the performance document. The manager can track the worker selfevaluation to view any changes to the content that the worker makes to the
performance document, but cannot view the ratings and comments the worker
provides until the worker completes the task.
Manager Evaluation of Worker: Manager evaluates worker. Manager can also
add content to be rated to the performance document.
Manage Participant Feedback: Select participants to gather feedback about
worker performance by rating workers and answering questionnaires. Send
requests to the participants, add questions to questionnaires, and track
participant feedback to monitor the status of the request and feedback.
First & Second Approval: Approve the performance document of the worker.
The first and second approval tasks are performed as separate tasks at different
stages of the evaluation by the manager of the performance document.
Share Performance Document: The manager shares the document so that the
worker can view the manager's ratings, and the worker acknowledges viewing
the ratings.
Confirm Review Meeting Held: After the worker and manager meet to discuss
the evaluation, the manager indicates that the meeting was conducted, then the
worker acknowledges that the meeting took place.
Provide Final Feedback: Worker and manager can provide final comments
about the evaluation. To use digital signatures to require workers to verify that
they are the people submitting the performance document, the Worker Provides
Final Feedback task is required.
Set Next Period Goals: The roles are those specified for the Set Goals task for
the performance document for the subsequent period. Set goals for the period
following the active performance document. The following period must be already
be defined in the template in order for the Set Next Period Goals task to work.
For details on the subtasks and roles that relate to these tasks, Click Help and within
Performance Management enter "performance process flows" to search.
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After you select the tasks to include as part of the process flow, you can change
the task sequence. Some tasks are logical in sequence and others may not be
required by your organization.
Some tasks have more flexibility. For example, you may want to arrange the
Share Document task either before, or after, the First Approval task, depending
on when you prefer to let workers see the manager ratings.
During the performance evaluation, all tasks, with the exception of Set Next
Period Goals and Manage Participant Feedback, must be completed before the
next task can be started.
The Set Next Period Goals task can also be performed at any time, as long as
the performance document for the subsequent period is defined in the template
and the document can be created.
Workers can perform the Manage Participant Feedback and Worker SelfEvaluation tasks concurrently, but only after the Set Goals task is complete, if it is
part of the process flow.
Managers can perform the Manage Participant feedback at the same time as the
worker does the self-evaluation, or when performing the Evaluate Worker task.
Task Names
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You can configure the task and subtask names for both the manager and worker
roles. For example, My Self-Evaluation can be entered as the new name for the
Worker Self-Evaluation task.
The names you configure appear on the application pages and action buttons.
You can configure task names separately for each process flow you set up.
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You must create a section for each task that requires a section used in the process flow.
In the sections, the types of content that can be rated and the processing options for
those ratings are configured.
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Section Types
The section types are:
Profile Content
Goals
Questionnaire
Overall Summary
Worker Final Feedback
Manager Final Feedback
The tasks that require a section, and the sections they require, appear in the following
table.
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You must define a section for the tasks that appear in the process flow that require a
section. Each section appears as a tabbed page in the performance document. Only
one section of each type can appear in a performance document.
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Enable Ratings: For the Profile Content, Goals, and Overall Summary sections,
you can select whether to enable section ratings.
Rate a Section: When you enable section ratings, managers and workers can
select a rating for the section. When you enable section ratings, the section is
also eligible to use calculated ratings, which are enable on the Process tab of the
performance template.
- For the Profile Content and Goals sections, they can rate the section
separately from the individual evaluation items contained within the section.
- Specify the rating model to use for the section. The section rating model can
differ from the rating model used for individual evaluation items in the section.
- For the Profile Content section, the evaluation items include competency
type content items. The Goals section contains performance goal items.
- You can specify whether to use the Average, Sum, or Band methods to
determine the calculated rating.
Calculated Rating: The Calculate ratings setting on the Process tab of the
performance template enables the application to calculate a rating for the
sections in the template. You can specify whether to allow managers and
workers to view the calculated ratings. Managers and workers can use the
calculated ratings as a guide to manually select their ratings.
- You can specify the calculation rule to use for each individual section.
- For Profile Content and Goals sections, the application calculates ratings
using the ratings from the Profile Content and Goals sections.
- For the Overall Summary section, the application calculates ratings using
the Profile Content and Goals section ratings.
Selecting Properties: Select the properties that are added to the rateable items,
competencies and goals, in the performance document. Select Required to
prevent items from being removed from the performance template.
Weight a Section: You can select to weight a section, or items, in a section to
place more or less importance on the section or item. The application uses the
weights to calculate section and overall ratings.
Add content items to a section: You can configure the Competencies section
to use competencies for a job or position profile, or a specific profile. For the
Goals section, you can specify whether to use goals from the worker's goals in
Goal Management business process. These specific competencies and goals,
based on the worker profile and Goal Management goals, are added to the
performance document for that worker. You can also add competencies or goals
to the respective section that are added to all performance documents created
from the template.
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Document types
Participant roles
Process flow
Calculation rules and processing options
Structure
Content
Periods
Eligibility profiles
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Manage Performance Templates > Create Performance Template > General Tab
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Display star ratings: Star ratings appear in the performance document to rate
workers, rather than the numerical rating levels.
Include digital signature: Add check box to Worker Final Feedback task that
requires the worker to confirm that the worker is the person submitting the
performance document.
Display kudos: Feedback from the Portrait appears on the Kudos section of the
performance document.
Worker can select manager when creating document: Workers can select
different managers than their direct managers to manage the performance
document.
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Participant feedback is required: Alert the manager and worker that they must
select at least the minimum number of participants as determined by
Participation settings on the General tab. This setting is not enforced; managers
and workers receive a warning but are not prevented from completing the
evaluation.
Worker can view the participants added by manager: Select this option to enable
the section settings on the Structure tab to allow workers viewing selected
participants.
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Manage Performance Templates > Create Performance Template > Process Tab
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Manage Performance Templates > Create Performance Template > Structure Tab
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Share Ratings and Share Comments: Select Yes to have the role share the
ratings or comments with the worker. The manager can see all ratings and
comments.
Update Profile: For the Competencies and Overall Summary sections, you can
select to have the ratings update in the worker profile.
Instance Qualifier Set and Instance Qualifier: If your organization uses instance
qualifiers, you can specify which set to select, and the specific instance qualifier,
to identify the manager and performance document as the source of the ratings.
Participant Name Can Be Viewed by the Role: Specify whether the role can see
the names of participants invited to provide feedback on the Manage Participant
Feedback page.
Show Role on Feedback Review Page: Specify whether the role of the person
you are setting can see the role of the participant invited to provide feedback on
the Manage Participant Feedback page.
Questionnaire Can Be Viewed by the Role: Specify whether the worker can see
the manager's questionnaire, and the manger the worker's questionnaire. Specify
whether the participant questionnaire can be viewed by the worker or manager.
Participant Role Can Enter Comments Available to Worker: Select Yes to allow
participants with that role to add overall comments to the questionnaire that are
visible to both the manager and worker. The worker cannot view the name of the
participants. This option is only available if participants are not given access to
the Overall Summary section.
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Manage Performance Templates > Create Performance Template > Structure Tab
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Add content items: Add a content item that you select. The available
competencies are available are those stored in Profile Management. You can
search and select goals from the goal library.
Load Items from Section: For both Competencies and Goals sections, you can
load the content items that were added to the section itself.
Copy Content from Profile: For the Competencies section, you can select
additional competencies from a specific profile.
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Manage Performance Templates > Create Performance Template > Content Tab
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Manage Performance Templates > Create Performance Template > Document Periods
Tab
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Setting target percentages for worker overall performance ratings for each
rating level of a rating model
Associating a performance template with the rating model distribution
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Managers use the Team Talent pages to monitor their direct reports
Workers and managers use the Performance and Career pages to view
their personal talent information
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View talent ratings of direct reports: View performance and potential ratings,
impact of loss and risk of loss ratings.
View Compensation data: The salary appears for direct reports.
View Predicted Attrition and Performance View voluntary-termination and
performance predictions that are based on attributes from a worker's personal,
employment, absence, compensation, and talent management information, most
of which are held at the assignment level.
Access full Fusion pages: From the Talent page there are links to the full
Fusion Talent pages where you can view all data and perform all functions.
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View performance evaluation data: View the overall rating and comments
provided by your manager for your most recent performance document.
View most recent performance documents: View a graph with up to three of
your most recent performance documents, and click the bar representing the
document to get a printable view of it.
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2.
3.
4.
5.
6.
On the Filter dialog box you can filter by direct and all reports, and by job.
7. In the Job section, select at least one job.
8. Click Apply to return to the Team Talent page.
Note how the number of workers display is reduced.
9. Click the X by each job filter to remove it.
10. Click the Actions icon on Adele Stephenson's card to see what talent,
management actions you can perform for her.
Note: If you click Edit Talent Ratings, you open the portrait for the worker.
If you click the Performance Goals link, you open the Career Planning card.
We will visit that card in a later step.
11. Click the Actions icon to the right of the Team Talent page to see Related
Links to other Talent Management features.
12. Click the Actions icon again to close the section.
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Note: If you click the My Manager Evaluations link, you open the
Performance Management work area.
13. Click the Reports and Analytics icon to the right of the My Team page to view
the Predicted Attrition and Performance analytic.
14. Click the Performance and Career icon to open the Career Planning page.
15. Click the Performance icon to the left of the page to open the Performance
page.
You can view the most recent evaluation ratings and comments provided by your
manager for you and a performance history.
16. Scroll over a bar in the Performance Rating History analytic to see details
about the performance document.
If you click the More Performance Documents link, you open the Performance
Management work area.
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My Organization Page
The My Organization tab contains these regions:
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Rate the worker and provide comments: Select the ratings and enter
comments to justify or further explain the rating.
Add competencies and goals: Add competencies from the Content Library, or
create new goals or add them from the Goal Library.
Remove competencies and goals: Remove goals or competencies that are not
required; workers cannot remove assigned goals.
Import competencies and goals: Add content items from other performance
documents.
Update competencies and goals: Add or edit content items in the performance
document to reflect any changes in content sources since the document was
created.
Rating Workers
You can use the proficiency level and performance rating descriptions in the Contextual
Area as a guide to provide ratings. Managers can view the worker ratings and
comments, and copy the comments and use them as a template for their own
comments.
Import Goals and Competencies
You are prompted to select either a past or another current performance document from
which to copy content to the document you are working on. You can import
competencies, goals, or both, depending on how the performance document was
configured, but not ratings.
Update Goals and Competencies
Updated content can include competencies, goals, or both, depending on template
configuration. Competencies are updated from the worker's job profile. Goals are
updated from the workers list of performance goals in Goal Management if the goals
are specified to be included in performance documents.
Removing Competencies and Goals
Workers and managers can remove competencies from the performance document,
unless they are inherited from the performance template and are marked as required.
Whether a manager or a worker can remove a goal from the performance document
depends on how the goal was added. If it is inherited from the performance template
and marked as required, they cannot remove it. If the goal was assigned by the
manager in Goal Management, the worker cannot remove it, but the manager can. If the
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goal is an organization goal, neither the manager nor worker can remove it. If the
worker added the goal, the worker or manager can remove it.
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On the Overall Summary tab, managers and workers can: Provide the overall
rating for the worker. They provide the rating and comments, and the manager
rating updates the worker profile, if the template is configured to allow them to do
so.
Rate the workers goals and competencies: They can add the ratings and
comments if not already provided, or edit the ratings and comments provided on
the Goals and Competencies tabs.
Rate the sections: They can rate the sections separately from the overall rating,
if the template is configured to allow them to do so.
Calculated Ratings
Calculated ratings can be configured to be used for the overall and section ratings. They
can also be configured to be visible on the performance document, or hidden. When the
calculated ratings appear on the performance document, managers and workers can
use them as a guide to select their ratings. Calculated section ratings are derived from
ratings workers and managers provide for individual content items. The overall
calculated rating is derived from the section ratings in the Profile Contents and Goals
sections.
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Set Goals: Managers and workers, depending on configuration, add the worker
goals and competencies.
Questionnaire: Managers or workers can be assigned questionnaires to answer
to provide feedback, which they do on the Questionnaires tab.
Share Performance Document: The manager can share the document on this
page after submitting it, and either retain control, or transfer control of the
document to the worker. When the manager retains control, the worker can see
the document, but the manager can continue editing it. Workers are notified
when the document is shared.
Confirm Review Meeting Held: After the worker and manager meet to discuss
the evaluation, the manager confirms that the meeting was conducted, then the
worker acknowledges that the meeting took place.
Approval: The manager submits the document for approval.
Final Feedback: Workers and managers can enter final comments on the tabs
which appear on the Final Feedback pages.
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Participant Feedback
Key Concepts:
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Review Question 1
Managers and workers can view participant feedback on questionnaires even
though their role was not added to the Questionnaire section.
1. True
2. False
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Review Question 2
During a performance evaluation, which of the following tasks does not need to
be completed before the next task can be started?
1.
2.
3.
4.
Set Goals
Manage Participant Feedback
Manager Evaluation of Worker
Share Performance Document
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Review Question 3
Calculated ratings can be used by managers and workers as a guide when they
select section and overall ratings, and are not used as the final rating.
1. True
2. False
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Review Question 4
Which of the following elements must you add to a performance template to
create a performance document from the template?
1.
2.
3.
4.
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Ready now
No readiness available
Determines the order of the readiness categories appear in the Plan Strength
graphic and the Candidate Readiness sunburst graphic on the Succession Plans
Overview page.
Determines the color that displays for each readiness category. The colors are
automatically assigned for each sequence level.
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26. In the Business Unit column, select the USA1 Business Unit row.
27. Click OK to return to the Create Succession Plan: Enter Details page.
28. In the Department field, select the Search: Department icon to open the Search
and Select: Department dialog box.
29. In the Name field, enter US.
30. Click Search.
31. In the table, select the US Sales East row.
32. Click OK to open the Create Succession Plan: Enter Details page.
33. Discuss how you can select existing talent pools to associate with the succession
plan.
34. Click Next to open the Create Succession Plan: Select Candidates page.
35. Click Select and Add to open the Select and Add: Candidates dialog box.
36. In the Location field, enter New York.
37. Click Search.
38. Select at least five candidates.
39. Click OK to return to the Create Succession Plan: Select Candidates page.
40. In the Readiness column, select a value for each candidate. It is recommended
that you select different values for the candidates to demonstrate how they are
distributed in the sunburst graph on the Succession Plans Overview page.
41. In the Risk of Loss and Impact of Loss columns, select or edit values as
desired. Discuss how these values become part of the profile of the worker.
42. Discuss how the Talent Pool button is used to add all the candidates to
associated talent pools.
43. Describe how Find Best Fit can be used to find candidates who closely match
the profile of the job, or for incumbent plans, the profile of the job of the
incumbent.
Discuss how Find Best Fit is only available if there is a profile associated with
the jobs for which the plan was created.
44. Click Find Best Fit to open the Find Best Fit dialog box.
45. In the Criteria section, in the Competencies row, select High for the Priority.
46. Leave Display in Results selected.
47. In the Work Requirement row, select Medium for the Priority.
48. Leave Display in Results selected.
49. In the Degrees row, select Medium for the Priority.
50. Leave Display in Results selected.
51. Click Find Best Fit.
52. Review the list of candidates to see how they match the profile of the incumbent's
job. To narrow or extend the list of candidates, in the Criteria section, select or
remove Content types, change the Priority selection, select Find Best Fit again.
53. In the Results section, change the criteria and percentages.
54. Click the Search Results icon.
55. Select additional candidates, if desired.
56. Click OK to open the Create Succession Plan: Select Candidates page.
57. Update the Readiness, Risk of Loss, and Impact of Loss fields for any
candidates you added.
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58. Click Save and Close to return to the Succession Plans Overview page.
59. In the Plan Strength column, hover over the bar graph to demonstrate how the
number of candidates displays for each readiness category.
60. Select the row for the XX Vision Senior Director Succession Plan to see the
plan in the Details: XX Vision Senior Director Succession Plan section.
Note: Do not click the plan name link.
61. In the Candidate Readiness section, discuss how all candidates in the plan
appear on the sunburst graph and are arranged according to readiness category.
62. On the sunburst graph, right click on the name of a candidate and click Show
Details to open the Show Details dialog box, General tab.
63. Review the profile information of the candidate. Discuss how this Details dialog
also is available in Talent Review meetings.
64. Click the Succession tab to open the Show Details dialog, Succession tab.
65. Review the succession plan and talent pool information of the candidate.
Discuss how the Succession Plans and Talent Pools section shows the
succession plans and talent pools the candidate belongs to, and the Worker's
Succession Candidates section displays plans created to find candidates to
replace the worker.
66. Click the other tabs, as desired.
67. Click Cancel to return to the Succession Plans Overview page.
68. Right-click another name, and click Show Details to review succession plan
information for that candidate.
69. Double-click a readiness value to see all the candidates with that value more
easily.
70. Click the Manager link in the breadcrumbs to view the whole sunburst graphic.
71. Discuss how the plan details appear in the Plan Information section.
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Job or Position: The Job or Position plan type allows you to create plans to
ensure one or more potential candidates have been identified to fill a key role or
position. You can create a plan to cover a particular job in a specific business
unit of department, or throughout an entire organization.
Incumbent: Use the Incumbent plan type to create a plan to replace a particular
individual.
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Do you need a plan for a specific job or position that is currently occupied
by one person, such as President, or Chief Financial Officer?
- If so, you can use either the Job or Position, or the Incumbent plan type. In
either case, you may have a limited number of internal candidates.
Does your organization have jobs that have identical or nearly identical
skill sets?
- For example, does your organization have a number of vice presidents with
similar skill requirements? If so, you will use a Job or Position plan type. You may
also consider selecting a large number of candidates to improve plan strength.
How specific should I make the plan?
-You can add key job and position information to associate the plan as closely
as required with the job, department, or other attributes. For example, if you
select a job only, then the plan is associated with all instances of that job title. If
you select a job and a department, the plan is associated only with the instances
of the job title within the selected department.
_______________________________________________________
Job
Job Grade
Job Profile
Job Family
Business Unit
Department
Position
You must provide a value in at least one of these fields: Job, Job Grade, Job Profile,
Job Family, or Position.
Additional Attributes for Incumbent Plans
For the Incumbent plan type, the available criteria to add to the plan are:
Incumbent Name
Department
Job
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In addition, you can also select the following attributes to gauge how critical the need to
plan for succession is:
Risk of Loss
Impact of Loss
Reason for Departure
Estimated Remaining Months
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Search and select directly: If you have identified suitable candidates for the
position, you can select them directly. You can only add candidates from the
organization to which you have access to the plan.
Best-fit analysis: Use the Find Best Fit feature to determine the workers whose
person profiles most closely match the desired job or position profile.
_______________________________________________________
Find Best Fit is available when a job profile is associated with the succession plan or the
incumbent's job.
Succession plans can have multiple owners from different organizations, so the plan
can be available to and include candidates from several organizations.
When you add candidates, you can update their risk of loss and impact of loss ratings at
the same time. These update the worker profile, and are not limited to the context of the
succession plan.
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Succession Plans Work Area > Create Succession Plan > Select Candidates
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Selecting candidate readiness: You can select the candidate readiness so that
it displays on the succession plan and in the analytics to easily compare
candidates.
Readiness criteria: You can use whatever criteria your organization prefers to
determine candidate readiness for a position, such as experience, grade level,
or number of overseas postings, depending on how your organization determines
candidate readiness.
Plan strength: By selecting candidate readiness, you can determine how strong
and deep the candidate pool (or bench) is for the position and your organization.
You can add additional candidates if you have too narrow a pipeline.
_______________________________________________________
The predefined candidate readiness categories are:
Ready now
No readiness available.
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Associate talent pools with succession plans: You can select specific talent
pools to associate with a succession plan. More than one talent pool can be
associated with a succession plan.
Track and manage candidates: Use the talent pools to track and manage the
development of candidates. You are not restricted to adding members of a talent
pool to a succession plan only from its associated pools.
Add candidates to a talent pool: You can select candidates in a plan to add to
an existing talent pool. Add candidates in a plan to either associated pools, or
other pools of which you are an owner. You can also select the option to
automatically add new succession plan candidates to the associated pool.
_______________________________________________________
Because you can add development goals to all, or some members, of a talent pool,
associating a talent pool with a succession plan enables you to create goals for the
candidates that will help prepare them for the job or position for which the plan was
created.
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Details Page
Click Show Details for a candidate or incumbent on the sunburst diagram to view
detailed worker information:
General information: View or add Notes and Kudos that pertain to the
candidate or incumbent.
Succession: View the succession plans where the worker was added as a
candidate, and plans created to replace the worker at the appropriate time.
Experience and Qualifications: View skills, competencies, areas of expertise,
degrees, and other qualifications; the same information that appears on the
Experience and Qualifications portrait card.
Performance: Current ratings from the most recent performance document or
updated ratings, and performance history for up to the last three performance
documents that use the same rating model selected for the talent review
meeting.
Goals: View the candidate's current performance and development goals, and
add or create additional goals that workers and managers can manage using the
Goal Management business process
Compensation: Current salary, salary history, compa-ratio, and other
compensation data from Compensation Management.
Note: The Details page is also available from the Talent Review meeting dashboard.
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All Talent Pool lookups are System lookups; you cannot add or remove any.
HCM Common lookups are found in the Setup and Maintenance work area using the
following path: Workforce Development > Define Common Applications Configuration
for Human Capital Management > Maintain Common Reference Objects > Define
Lookups > Manage Common Lookups
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The Manage Talent Pools page is accessed from the Succession Plans work area.
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26. Click OK to open the Create Talent Pool: Select Members page.
27. Describe how Find Best Fit can be used to find pool members who closely
match the profile of the job specified for the pool, or another job profile you
select.
Discuss how Find Best Fit for talent pools is different than for succession plans.
For succession plans, Find Best Fit is only available if there is a profile
associated with the job associated with the succession plan, or a profile
associated to the job of an incumbent for an incumbent plan.
28. Click Find Best Fit to open the Find Best Fit dialog box where you find qualified
candidates.
29. In the Job Profile field, leave Manager selected.
30. Click Next to return to the Find Best Fit dialog box.
31. In the Competencies row, in the Priority column, select High.
32. Leave Display in Results selected.
33. In the Work Requirements row, in the Priority column, select Medium.
34. Leave Display in Results selected.
35. Click Find Best Fit.
36. Review the list of candidates to see how they match the profile of the incumbent's
job. To narrow or extend the list of candidates, in the Criteria section, select or
remove Content types, change the Priority selection, select Find Best Fit
again.
37. In the Results section, change the criteria and percentages.
38. Click the Search Results icon.
39. Select at least five additional candidates.
40. Click OK to return to the Create Talent Pool: Select Members page.
41. Discuss
42. Update worker Risk of Loss and Impact of Loss ratings as desired. Discuss
how these values become part of the profile of the worker.
43. Click Next to open the Edit Talent Pool: Manage Development Goals page.
44. Click Select and Add to open the Select and Add: Goals dialog box.
45. In the Goal Name field, enter Manage.
46. Click Search.
47. In the Search Results field, select Management and Leadership.
48. Click Done.
49. Click Save and Close, which causes the Confirmation dialog box to open.
50. Click OK to return to the Manage Talent Pools page.
51. If not already signed is as Your.Worker, sign out and sign back in as
Your.Worker.
52. On the global area Navigator menu under Career, select Goals to open the
Goal Management work area.
53. Select My Goals to open the Goals page.
54. Select the Development Goals tab.
55. In the View field, select Current Goals.
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56. Verify that the Management and Leadership goal was added to your
development goal list.
57. Select the Management and Leadership goal to open the Edit Development
Goal: Management and Leadership page.
58. Edit the goal details as desired.
59. Select the Target Outcomes tab.
60. If there are target outcomes, in the Target Proficiency Level field, enter a value
for each target outcome.
61. Click Submit, which causes the Confirmation dialog box to open.
62. Click OK to return to the Goals page, Development Goals tab.
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Specify key job and position information: Key job and position information for
a talent pool enables you to identify additional attributes for the talent pool.
Job and position attributes enable the pool to be as specific as required:
Add additional attributes to make the pool as general or specific as required. For
example, if the pool is associated with a succession plan created for a particular
job, the pool may be targeted specifically to supply candidates for that job. If the
pool is for training an entire organization, you can create a plan without
specifying additional job or position information.
The purpose for using these attributes is to help you remember the intent of the talent
pool.
_______________________________________________________
Job
Position
Job family
Job profile
Grade
Department
Business unit
When selecting job and position information for the talent pool, the following
applies:
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Search and select directly: If you have identified suitable members for the pool,
you can select them directly. You can only add members to the pool from the
organization to which you have access.
Best-fit analysis: Use the Find Best Fit feature to determine the workers whose
person profiles most closely match the job or position profile associated with the
job specified for the plan, or any other job profile you select.
_______________________________________________________
Talent pools can have multiple owners from different organizations, so the pool can be
available to and include members from several organizations.
When you add members, you can update their risk of loss and impact of loss ratings at
the same time. These update the worker profile, and are not limited to the context of the
talent pool.
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Succession Plans Work Area > Create Succession Plan > Select Members
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Associate talent pools with succession plans: You can select specific talent
pools to associate with a succession plan. You can select more than one talent
pool to associate with a succession plan.
Add candidates to a talent pool: You can select candidates in a plan to add to
an existing talent pool.
_______________________________________________________
Because you can add development goals to all, or some members, of a talent pool,
associating a talent pool with a succession plan enables you to create goals for the
succession plan candidates that will help prepare them for the job or position for which
the plan was created.
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Add development goals from Goal Library so that members of the talent
pool accomplish certain tasks
Manage and track goals of pool members for current and future jobs
Add development goals for all pool members at one time
Update goal details in Goal Management pages
_______________________________________________________
To add goals to talent pools, Oracle Fusion Goal Management must be enabled. If Goal
Management is not available, the Edit Talent Pool: Manage Development Goals page,
where you add goals, is not available.
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Review Question 1
You can create how many types of succession plans?
1.
2.
3.
4.
One
Two
Three
As many as you want
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Review Question 2
You must be a succession plan or talent pool owner to edit them.
1. True
2. False
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Review Question 3
You can create succession plans and talent pools in talent review meetings.
1. True
2. False
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Review Question 4
You can add any type of goal to talent pools.
1. True
2. False
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The talent review process is centered around one or more talent review meetings
intended to evaluate organizational trends, assess strengths, and address areas of risk
for an entire organization. The people invited to participate in the meeting, who are
generally managers within the organization that is being reviewed, can review and
evaluate existing profile, performance, goals, and compensation data for individuals
within the organization and calibrate the data before and during the talent review
meeting.
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14. Click Next to open the Create Talent Review Meeting: Select Review Population
page.
15. Discuss how this is where you add the workers who will be discussed in the
meeting.
16. Click Submit, which causes the Confirmation dialog box to open.
17. Click OK to return to the Talent Review work area, Overview page.
18. In the 2013 Swift Org Talent Review row Conduct Meeting column, click Go to
Task to open the Talent Review Meeting dashboard.
On the Talent Review Meeting dashboard you conduct a talent review meeting.
You can view worker performance and potential ratings.
Use the population filters to restrict your view of workers by location, job, or
other categories.
You can highlight workers using the options available in the Information
section. You can use the Actions section to select actions to apply to workers.
19. Click Find.
20. Click Find Worker to open the Find: Worker dialog box.
21. In the Name field, select Doyle, Kristine.
22. Click OK to return to the Talent Review Meeting dashboard.
The workers you find are highlighted on the box chart matrix.
23. Scroll over the highlighted marker for Kristine Doyle.
The performance and potential ratings for Kristine Doyle are displayed.
You can scroll over any individual on the box chart to view their performance and
potential scores. The box the workers are located in is determined by their
scores.
24. In the Filter section you can select filters to narrow your view to a specific
population.
25. Click the Filter icon to open the Filter dialog box.
26. In the Location list, select Atlanta and Redwood City.
27. Click Apply.
The box chart refreshes to display only the workers who are located in Atlanta
and Redwood City.
28. The Holding Area contains workers who have no current ratings, or who were
moved to the Holding Area during the review meeting.
You can also move workers from the box chart to the Holding Area if you decide
not to review them. For example, John Schneider left the organization after the
talent review was scheduled.
29. Select the marker for John Schneider.
30. In the Actions section Move field, click Move to Holding Area.
John Schneider was moved to the Holding Area.
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47. In the Display section Color Code field, select None to remove the Location
view.
48. Remove all the Active Filters so that you can see everyone in the review
population in the box chart or Holding Area.
49. Click the Filters icon to open the Filter dialog box.
50. In the Active Filters region, clear Redwood City and Atlanta.
51. For now, you want to review only the organization of Jack Fisher. In the Team
field, select Fisher, Jack to view only his direct and indirect reports.
You can also select any other team member.
52. Click Apply to open the Talent Review dashboard.
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63. Click Save and Close, which causes the Confirmation dialog box to open.
64. Click OK to return to the Details dialog box.
The goal is added to the top of the list of development goals.
65. Click Save and Close to return to the Talent Review dashboard.
66. Clear Fisher, Jack to continue the review and return to viewing Lindas entire
organization.
67. Click the Filter icon to open the Filter dialog box.
68. In the Active Filters section, clear Fisher, Jack.
69. Click Apply to return to the Talent Review dashboard.
70. You want to examine the ratings progress that Jack's team has made since last
year's talent review meeting. Select the Prior Meeting slider.
The Prior Meeting slider allows you to select up to two previous meetings to
review.
71. Drag the Prior Meeting slider to -1 to view the worker ratings from the previous
meeting.
The box chart now shows the ratings for Jacks team for the 2010 Swift Org
Talent Review meeting.
72. Select Show progress to view the ratings progress for workers from one
meeting to the next.
The box chart shows markers for workers in color to differentiate them. Each
worker is represented twice, with a line connecting the markers to show the
progress between the current and previous meetings. Workers who do not have
a previous score have only one marker.
73. The legend on the right shows which color represents each worker. You can
locate workers on the box chart by selecting their names in the legend.
Select Aaron, Scott.
74. You select an individual marker to view the ratings for that person. You can
select the marker for the current or previous ratings.
Select Aaron, Scott. The window shows the current ratings for Scott.
75. Deselect Show Progress. Drag the Prior Meeting slider back to 0.
76. Discuss how in the Succession Plans and Talent Pools section, you can add
workers to the plans and pools associated with the meeting, and create
additional plans and pools.
77. In the Succession Plans and Talent Pools section, for the Vision Senior
Director Succession Plan, click the Maximize icon.
78. In the Candidates section, scroll down the list of names to review candidates.
79. Select a worker on the box chart matrix and drag the marker to the Candidates
section. The worker is added to the bottom of the list.
80. In the Readiness column, demonstrate how you can update the readiness of
candidates.
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81. You can add a task and assign it to anyone in the organization to perform. You
want Linda Swift to invite Christina Ross to the implementation planning
meeting with managers in her team. Click Add Task to open the Add Task dialog
box.
82. In the Subject field, enter Invite Christina Ross to implementation meeting.
83. In the Due Date field, enter 1/31/14.
84. In the Description field, enter Invite Christina to the implementation planning
meeting to prepare to manage the project.
85. Now you need to select the person to whom you will assign the task. In the
Assignees field, click the Select Assignees icon to open the Select Assignees
dialog box.
86. In the Name field, click Search to open the Search and Select: Name dialog box.
87. In the Name field, enter Swift.
88. Click Search.
89. Select Swift, Linda.
90. Click OK to open the Select Assignees dialog box.
91. Click OK to open the Add Task dialog box.
92. Click Save and Close to return to the Talent Review dashboard.
The task will be added to Linda Swift's Worklist. You can edit the task or monitor
Linda Swift's progress on the task on the Review Action Plan page, which you
access from the Facilitator Overview page.
93. This concludes the talent review meeting.
Click Submit to save the meeting and retain the ratings. Later, you can monitor
actions assigned during the meeting.
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Initial setup for this activity is performed using Functional Setup Manager
- Workforce Development Setup Offering: Define Talent Review
Ongoing maintenance is also performed using Functional Setup Manager
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Manual: Recommended; the object is enabled for manual sharing with Oracle
Social Network, where the social network user decides whether or not to share
each instance of the object with Oracle Social Network. Once shared, all updates
to enabled attributes of the object instance, and deletes, are sent to Oracle
Social Network. Updates to attributes that are not enabled are not sent.
Automatic: Automatically sends new object instances and updates to Oracle
Social Network. All object instances are automatically shared with Oracle Social
Network upon creation and all subsequent updates to enabled attributes of the
object instances, and deletes, are automatically sent to Oracle Social Network.
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Talent Review > Facilitator Overview > Talent Review Meeting Dashboard
The talent review configuration template controls the general layout of the box chart
matrix (often simply referred to as the nine-box, or n-box) as well as the data elements
and actions available during the talent review meeting. The template is broken down
into two sections. The first section provides configuration options for the box chart
analytic. The second section defines the data display options for the talent review
meeting dashboard.
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Does your enterprise use a standard set of rating models for performance,
potential, risk of loss, impact of loss, and talent score?
- If so, then a single template may suffice. If different rating models are used
within organizations or geographic regions, then separate templates are required.
Do you use a standard configuration for the box chart throughout the
enterprise?
- If so, you can use one template. When different configurations are required, for
example, by separate organizations or geographic regions, separate templates
are required. This would be the case, for example, if one organization used a
nine-box configuration, while another used a six-box configuration.
Do industry or legislative rules governing the use of data related to age,
gender, ethnicity, or religious affiliation, vary by organization or geographic
region?
- If so, then separate templates are required to cover the rules for each
organization or region.
Does your enterprise review compensation data at certain levels of the
organization or for some talent review meetings, but not at others?
- If so, then separate templates are required.
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Configure Talent Review Dashboard Options > Create Talent Review Template
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Template Name: Enter a template name that is meaningful and easy to identify
when you use it to create meetings.
Set: Select the appropriate set; however, this is deprecated functionality.
Status: Select Active to use the template for meetings, or Inactive to prevent it
being used before it is ready, or if it is no longer required.
Owner: Select the one person who is responsible for maintaining the template.
Maximum Number of Records: Select the number of records that you think the
meeting requires. Each record is equivalent to a worker instance. For example, if
the meeting review population is 300 workers, and you expect to compare them
to two previous meetings, set the number of records to 900 (300 x 3).
Include Succession Plans: Select this option to enable succession plans to be
associated with talent review meetings. Meeting participants can then view the
plans and add candidates to them in the meeting.
Talent Pool Details: Enable talent pools to be associated with talent review
meetings. Meeting participants can then view the pools and add members to
them in the meeting.
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Horizontal and vertical axis values determine the data that displays in the
box chart
Rating models determine the values that appear for the axis values you
selected, and the impact of loss and risk of loss ratings
Rating categories determine the box chart dimensions
Talent scores appear on the alternative view of the box chart
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The ratings that appear in the meeting are the most recent profile ratings for workers
provided at the time the meeting starts, whether these come from the performance
document, another talent review meeting, the Portrait, or Compensation.
Rating Models
Select the rating models to provide the scale for the ratings that correspond to the axis
values you selected. You can then use the ratings to compare workers' scores for
performance, potential, overall goals, or overall competencies ratings. To display the
impact of loss and risk of loss ratings, you will also need to select the rating models to
evaluate those. The rating models you select should be consistent with those used to
rate workers elsewhere. For example, if you use the Overall Competencies rating for
one of the axes, you must select the same rating model used to rate the Competencies
section in the performance document.
Rating Categories Determine the Box Chart Dimension
The rating categories that are associated with the rating models you selected for the
horizontal and vertical axis values determine the box dimension. For example, if the
horizontal axis rating model has three rating categories, and the vertical axis rating also
has three rating categories, the number of boxes that appear in the box chart is nine (3
x 3). You can enter a label for each box in the chart to help distinguish the boxes in the
meeting.
NOTE: The performance and potential box chart labels you added in Performance
Management are not the defaulted values in the Talent Review template. You can add
the same labels, or create different ones.
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Filters: These data options include filters which can be used to change the
population of workers showing in the meeting box chart according to
characteristics such as job and location, and whether meeting participants can
review workers' performance evaluation, goal, profile, or compensation
information.
Actions: Data options also include which actions can be used in the meeting,
such as adding goals or using the holding area. You can also select to enable the
Potential Assessment, a questionnaire used to calculate the worker potential on
the Prepare Review Content page.
Diversity Data: Data options also include which diversity-related information,
such as ethnicity, gender, and age, can be viewed.
Analytic and Worker Detail Controls: When creating a meeting from the
template, the facilitator can choose to make some of the data options unavailable
for the meeting.
_______________________________________________________
You determine which data and actions to make available to participants in a talent
review meeting by setting it up in the template used to create the meeting. The facilitator
can further restrict some template options when creating and scheduling a meeting.
When you decide which data options and actions to make available in a template,
consider what information you want to expose to the meeting participants. For example,
for a meeting of high-level managers, you may want to show compensation data, but
not in meetings that include lower-level managers. Your organization may also have
policies requiring that certain data, such as age or religion, not be exposed to others.
You must decide the options and actions to include from the following types:
Analytic
Detail-on-demand
Population filters
Action
Color code
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Meeting facilitators use the Overview page to access Talent Review tasks
Participants and reviewers access the Talent Review Content Preparation
page
_______________________________________________________
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Select a template
Specify the business leader
Select a facilitator
Schedule the meeting
Set the data submission deadline
Select content
Select prior meeting
Include succession plans and talent pools
Select participants
Select the review population
Notify reviewers to update worker profile data
Create a conversation using Oracle Social Network
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Talent Review > Talent Review Overview > Create Talent Review Meeting
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Reviewers review and update ratings for the horizontal and vertical axis
values chosen (performance, potential, goals section, or competencies
section), talent score, risk of loss, and impact of loss for direct and indirect
reports
Answer questions in the Potential Assessment to calculate a potential
rating
Ratings appear in the talent review meeting and in the worker profiles
Reviewers can grant access to their direct reports who are managers to
prepare content for their own direct reports
Reviewers can create notes for a person whose ratings they are updating
that can be accessed in the meeting, or access notes that were created in
the meeting
Reviewers can preview how the data they have added appears on the
meeting box chart
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_______________________________________________________
Manager Resources > Career >Talent Review > Prepare Review Content
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Potential Assessment
Key Concepts:
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You can add or remove questions in the potential assessment, or edit existing questions
to accurately reflect your business process. You can also edit some general attributes of
the potential assessment, such as the name and instruction text. However, you cannot
replace the potential assessment questionnaire with another questionnaire. When you
add questions, you can select a response type of either Radio Button List or Single
Choice from List. You can also edit the short description. To edit the potential
assessment, click the Manage Potential Assessment link on the Talent Review
dashboard.
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Comparing and rating worker performance and potential, and talent scores
Filtering population to view according to job, location, or other categories
Selecting color codes to highlight workers
Create succession plans and talent pools and add workers to associated
plans and pools
Assigning tasks to participants, the review population or others in the
organization
Viewing performance, compensation, and other detailed worker information
Assigning goals directly to workers
Printing worker profiles
Submitting completed talent review meetings
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Filter Population
Use the population filters to restrict the view according to:
Subordinate Level: Select values to view only the review population for those
levels. Level 1 is the direct reports of the business leader, level 2 represents the
indirect reports, and so on. People in the review population who are not part of
the business leader's organization are not filtered using the subordinate level
filter.
Team: Select participant names to compare the direct or indirect reports of those
participants.
Job or Location: Select particular jobs or locations to view only the workers who
match those criteria.
Grade: Specify grades to view only workers in the selected grades.
Competency or Proficiency: View only the workers who possess the
competencies you select, or have achieved the proficiency levels.
You can filter to fine detail by selecting additional filters. For example, you can select a
particular job and location to view only those workers with that job from that location. If
you select multiple locations, then youll see all workers with that job in all the selected
locations.
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View succession plans and talent pools that were associated with the
meeting when it was created.
Drag workers from the box chart to the succession plans and talent pools.
Create new succession plans and talent pools.
_______________________________________________________
When you create new succession plans and talent pools, you cannot immediately add
workers to them in the meeting. To add workers to the plans and pools you created, you
must save and close the meeting, edit the meeting to include the plans and pools you
created, then restart the meeting. The new plans and pools appear in the Succession
Plans and Talent Pools region, and you can drag workers to them.
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View Risk of Loss, Impact of Loss, and Mobility: Select the categories to
distinguish the workers according to their ratings using shapes.
View Names: Select this show names option to see the names of the workers in
the box chart, or hide the names if the chart is too crowded to clearly see the
worker markers.
_______________________________________________________
You can use up to two of the Risk of Loss, Impact of Loss, and Mobility analytic options
at one time. When you select the options, a legend appears with the analytic options
that appear on the box chart. Scroll over the category in the legend to move the nonselected level to the background and view the workers in the selected category more
clearly.
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Perform Actions
You can perform these additional tasks on the dashboard:
Add tasks: Assign tasks to one or more individuals in the organization, and
manage the tasks as part of the action plan later.
Move workers: Move selected workers within the box chart matrix or to the
Holding Area.
Assign goals directly to workers: Assign performance or development goals to
a worker you select in the box chart matrix.
Print Profile: Print profiles for all, or selected workers in the meeting.
Compare: Compare the selected person to another person or a job profile.
Zoom In or Out: You can select particular boxes in the box chart matrix to view
in greater detail and more easily distinguish workers.
_______________________________________________________
Assigning Goals
To assign goals to workers, Oracle Fusion Goal Management must be enabled. You
can create new performance and development goals, or add goals from the goal library.
The goals are added to the goal list of workers which they and their managers can
access to view and update using the Goal Management business process.
Printing Profiles
When printing profiles, you can select the information to print, including whether to
include performance information, goals, career options and interests, and education and
qualifications details.
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General information: View or add Notes and Kudos that pertain to the worker.
Succession: View the succession plans where the worker was added as a
candidate, and plans created to replace the worker at the appropriate time.
Experience and Qualifications: View skills, competencies, areas of expertise,
degrees, and other qualifications; the same information that appears on the
Experience and Qualifications portrait card.
Performance: Current ratings from the most recent performance document or
updated ratings, and performance history for up to the last three performance
documents that use the same rating model selected for the talent review
meeting.
Goals: View the workers current performance and development goals, and add
or create additional goals that workers and managers can manage using the
Goal Management business process
Compensation: Current salary, salary history, compa-ratio, and other
compensation data from Compensation Management.
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Submitting Meetings
When you submit the completed talent review meeting:
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Review Question 1
If your enterprise uses multiple rating models to measure performance ratings for
workers, you should use the same talent review template for all the different
rating models.
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1. True
2. False
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Review Question 2
To configure the talent review box chart, you must select both performance and
potential rating models.
1. True
2. False
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Review Question 3
Which of the following ratings models are available for a talent review?
1.
2.
3.
4.
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Review Question 4
Only the data and actions you specify in the template are available to use in a
talent review meeting.
1. True
2. False
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2. False - You can select additional rating models, depending on what data you want to
appear in the box chart
Review Question 3: Which of the following ratings models are available for a
talent review?
4. All of the above
Review Question 4: Only the data and actions you specify in the template are
available to use in a talent review meeting.
1. True
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The Oracle Fusion HCM Cloud Service delivers a complete HCM solution which
includes the following:
Global HR
Payroll
Compensation
Benefits (included with a subscription to Global HR)
Workforce Predictions
Workforce Lifecycle Manager
Succession and Talent Review
Performance Management
Goal Management
Taleo Recruiting
Taleo Learn
This service helps drive better resource plans, employee alignment, and regulatory
compliance with integrated enterprise social networking tools, business intelligence, and
mobile data access.
405
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For details about Fusion Cloud Service options and procedures, see MOS article
#1534683.1.
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For more information on HCM patch bundles, see MOS article # 1554838.1.
Planned Maintenance
Schedules for planned maintenance may be viewed on the Oracle Cloud Customer
Portal. Oracle will endeavor to provide customers with five business-day advance notice
if a different maintenance window is required. Maintenance extension alerts will also be
posted on the Customer Cloud Portal.
Emergency Maintenance
Oracle will apply emergency maintenance as required to maintain the operation,
security, and performance of the Oracle Cloud services. Emergency maintenance may
include, but is not limited to, the application of patches, configuration changes,
hardware repair, or other required activities.
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Patch Bundles are applied monthly: 1st Friday on Test and 3rd Friday on
Production
If necessary, technology stack fixes will be applied on the 2nd and 4th Friday of
the month
Oracle offers standard patching and release cycle for SaaS customers. First, patch
bundles are applied to Test environments on the 1st Friday of the month. Then on the
3rd Friday of the month, the same patch bundle is applied to Production instances.
There could be times (for a few weeks) when your Test instance and Production
instance will not be identical from a patch-level standpoint. Functional fixes are applied
during these patch windows.
Remember, though, that Oracle proactively patches. Sometimes the functional patch
window does not afford the opportunity to make non-functional fixes to the tech stack.
To avoid problems across the fleet, Oracle sometimes has to introduce patches to the
tech stack on the 2nd and 4th weeks of the month. We give notice, but the trade off
here is that you will have more reliable, stable environment, but may experience
additional planned outages. This is only done when technical patching cannot fit in the
functional patch windows shown on the slide.
In addition to the monthly patches, we may also have one-off weekly patches consisting
of fixes addressing your critical features, capabilities that impact your project timeline
drastically. We can work with you to identify the one-off patches you need to apply
based on your project needs and plan. If you choose to take up these aggregated oneoff patches, there will be downtime on Wednesday/Thursday to apply these patches in
your Staging environment.
Patching Guidance for Implementation Planning
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Production to Test (P2T) refresh requires same patch level in Prod and Test
- Perform P2T after Monthly Patch Bundle
- Schedule, plan for P2T well in advance
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Upgrades
Upgrades are applied to Test environments first and, after customer validation, to
Production environments:
- Test environments are upgraded throughout the week.
- Production environments are upgraded during weekends
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Review testing plans and scripts originally prepared for the implementation
project to test the same scenarios in the newly upgraded environment.
Review any communications or training materials and guides for feature/function
changes due to the upgrade, to incorporate them into the customer's validation
strategy.
Configuration: Review the setup for primary code values, such as Departments,
Locations, Jobs and confirm that all appear to be the same as they were prior to
the upgrade.
Employee Data: Create and run a few simple reports on employees showing
their personnel and assignment information prior to the upgrade. Then run the
same reports again after the upgrade to verify that the information appears the
same as prior to the upgrade.
Reports: Run a few regular reports and confirm they are working correctly.
Integrations: Run a test of each of the customer's integrations to confirm that
they are all working properly.
Security: Sign on to OIM and verify that you can query all of the customers
organizations. Create a new user and assign roles.
Special Considerations
Single sign-on: Verify that you are still able to sign in successfully using
Lightweight Directory Access Protocol (LDAP) accounts.
E-mail notifications: If you previously had e-mail notifications turned off in Test,
you can control this as part of the customers user account settings. Make sure
that you have selected the Suppress User Account and e-mail Notifications
option in the Manage Enterprise HCM Information task.
Multiple languages: Verify that each of the language packs is still available and
working properly.
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Available Environments
A standard Fusion HCM Cloud Service subscription provides two environments Production environment and Test environment.
Customers may purchase additional Test environments for other purposes (For
example, Payroll parallel runs, feature development, familiarization/training, and internal
demos).
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Test-to-Production Migration
The Fusion HCM Cloud Service supports migration of several of the most common
customer configurations from the test environment to the production environment. The
typical use case for such configurations is performing your configurations in the test
environment, validating that you configured them correctly, and migrating them to the
production environment.
Test-to-Production Solutions for Common Configurations
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Production-to-Test Migration
Content Migrated
1. All transaction data and functional setup data in the Fusion Applications schema
2. File attachments (for example, agreements, orders) stored in Universal Content
Management (UCM)
3. Flexfield customizations
4. Metadata Services (MDS) customizations (for example, Oracle Composer
changes)
5. BI Web Catalog and Repository Definition (RPD)
6. Oracle Data Integrator (ODI) repository
7. WebCenter contents
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- Scope, an FSM concept, allows row-level migration but is not enabled for many
HCM LBOs
- Setup from target will be inserted into source if it does not exist in the source
- Setup rows from target that exist in the source will be updated with changes
from the source
- General Rule: Effective Start Dates must be the same to be considered as a
match
For more information, see FSM Help: Manage Export and Import Processes.
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Also Supported:
FSM Migration for Common and Shared LBOs (for example, Common Look-ups,
Flexfield Definitions, Business Unit)
Comp Plan Migration via XML Export/Import function on the Comp Plan Setup UI
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Extensibility Migration
The following table identifies key enablers for migration extensibility configurations from
one environment to another.
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For more information, see the white paper Managing Fusion HCM Cloud Service
Environments (MOS article # 1537461.1).
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Online backup of the database, code tree, and archive logs are performed by
Oracle for Production environments.
Backup is for Oracle's sole use in the event of a disaster.
Backup is made to disk daily and copied to tape twice a week.
Backup is maintained at an offsite storage facility for 5 weeks.
The offsite tape storage vendor (PCI certified for tape vault mgmt) takes the
tapes offsite on a daily basis.
Data stored in the backup tapes for the service is encrypted using strong
cryptography (AES-256 bit) and a True Random Number Generator (TRNG) for
the generation of strong keys.
Restoration of data from the stored backup tapes is tested twice annually.
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Understand key differences between On-premise, SaaS by other providers, and Oracle
SaaS.
Oracle SaaS offers several services and resources to help you perform successful
customer engagements.
First, understand how to work effectively with Oracle Support. They are the
primary team you should be contacting for any issues or guidance you might
need during implementation. There are few best practices to triage and escalate
the issues. Be aware of those and apply whenever situation arises.
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