ebs hcm performance management r12 1 hrms rup5 overview

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Purpose: This document provides an overview of features and enhancements included in Oracle E-Business Suite Release 12.1.5 and applicable updates. It is intended solely to help you assess the business benefits of upgrading your existing Oracle Products to this release, or implementing completely new Oracle developed products, and planning your I.T. Projects. Disclaimer: This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle Software License and Service Agreement or other applicable contract with Oracle, with which you agree to comply. This document and information contained herein may not be disclosed, copied, reproduced or distributed to anyone outside Oracle without Oracle’s prior written consent. This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates.

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Oracle E-Business Suite Oracle Performance Management

An Overview of R12.1.5 HRMS RUP5


Agenda

• New and Changed Features

• Use Republish Options while updating Performance Management Plans

• Carry out Performance Management Plan administration tasks:

• Extend the Objective Setting deadline date for workers

• Transfer Scorecard, Appraisal or Worker details to a new plan

• Change the top-most supervisor of a plan

• Benefit from usability feature for managers who are ineligible for a plan

• Feature Overview

• Description

• Business Value

• Process Flow

• Implementation Overview

• Best Practices

• Troubleshooting Tips

• Known Issues

• Additional Resources



Feature Overview of Republish

Options When Updating

Performance Management

Plans


Republish Options When Updating

Performance Management Plans Description

• HR Professionals or Plan Administrators can select the following

options while republishing a plan:

• Reallocate Objectives

• Reevaluate Plan Population

• Refresh Scorecards

• Reset Scorecard Status



Performance Management Plans Business Value

• Flexibility to select performance management plan

administrative options while republishing a plan, for example:

• Perform a single task such as reevaluate plan population or refresh

scorecards based on changes in eligibility.

• Perform a combination of tasks or all tasks such as reevaluate plan

population and refresh scorecards based on changes in eligibility

etc.



Performance Management Plans Setup and Process Flow

Setup: HRMS Responsibility

Submit Request form

Setup: HR Professional

Responsibility

Performance

Management

Performance

Management Plans

Update Plan

Process: HR Professional/

HRMS Responsibility

HR Professional

Update and republish

the

Performance

Management Plan

HRMS Responsibility

Publish concurrent

request Publish

Performance

Management Plan



Performance Management Plans Setup and Process Flow Demonstration

Demo



Feature Overview of

Performance Management Plan

Administration Tasks



Administration Tasks Description

• HR Professionals or Plan administrators can use the

Administration Tasks to:

• Extend the objective setting deadline date for a worker or group of

workers

• Transfer a worker from one plan to another plan.

• Change the topmost supervisor for a plan



Administration Tasks Business Value

• Flexibility to extend the Objective Setting Deadline Date for

single or multiple workers.

• Transfer single or multiple workers from one plan to another

easily.

• Ability to change the top-most supervisor of a plan and rebuild

the supervisor hierarchy/plan population, if the top-most

supervisor of the plan is transferred out or terminated.



Administration Tasks Setup and Process Flow

Process: HR Professional

Responsibility

Tasks:

a. Change the Top

Supervisor for Plan

b. Extend Objective

Setting for Worker

c. Transfer Scorecard


Responsibility

Performance

Management

Administration

Plan Administration

Performance

Management

Administration

Plan Administration



Administration Tasks Setup and Process Flow Demonstration

Demo



Feature Overview of Usability

Feature for Managers Ineligible

for a Plan


Usability Feature for Managers Ineligible for

a Plan Description

• Managers ineligible for a plan can set objectives, initiate, and

update appraisals for their subordinate workers who are eligible for

the plan.



a Plan Business Value

• Enable managers who are not part of the plan population to access

scorecards and appraisals of subordinate workers who are eligible

for the plan



a Plan Setup and Process Flow

Process: Manager

Self-Service Responsibility


Responsibility

Performance

Management

Performance

Management Plans

Create Plan

Performance

Management Plan

Plan tasks available

for ineligible manager



Implementation Overview


Performance Management R12.1 HRMS

RUP5

Best Practices

• To publish a plan for contingent workers only, the top-most

supervisor must be a worker of type ‘Contingent Worker’.

Eligibility Profiles take precedence over the plan population

definition.

• When workers are transferred from a source plan to a new

destination plan, objectives and competencies that are applicable

are copied to the new scorecard. Objective and competency

ratings and comments are not copied to the new scorecard.

Ratings and comments must be entered by the new manager.



RUP5

Best Practices

• Plan Administrators have the flexibility to extend deadlines for

single or multiple workers.

• Managers who are not eligible for a plan can now set objectives,

initiate and update appraisals of their subordinate workers who

are eligible for the plan.

• Plan Administrators can change the top supervisor of a plan

without a SQL Script/DML update. Administrator can review the

impact of the supervisor change prior to committing the change.



RUP5 Trouble Shooting Tips

• On transferring a worker or scorecard from a source plan to a

new destination plan, the deadline dates of the destination plan

apply to the scorecard enrolled into the plan.

• When a plan is republished by selecting the “Refresh

Scorecard' option during the appraisal phase, new objectives

that the employee is eligible for are populated into the appraisal

when the mass appraisal creation program is run.

• If a worker becomes ineligible for a plan and the plan is

republished by selecting the “Reevaluate Population” option,

the ineligible worker is not removed from the plan (HR

Professional has to explicitly remove the worker scorecard).



RUP5 Troubleshooting Tips

• If a worker becomes ineligible for any objective already available

in their scorecard, and the plan is republished by selecting the

“Refresh Scorecard” option, then the ineligible objective is not

removed from the worker’s scorecard.

• Managers can set their own objectives using Employee Self

Service responsibility, if they are part of the plan population.

Managers can set objectives for their eligible subordinate

workers even if they are not part of the plan population, using the

Manager Self Service responsibility.


Performance Management 12.1 HRMS RUP5

Known Issues

• When a plan is republished selecting multiple options such as

reevaluate population, refresh scorecard etc; individual

notifications pertaining to each of the selected options are sent.



Additional Resources


Additional Resources

• For product information on My Oracle Support

• http://support.oracle.com/

• For Release 12.1 HRMS RUP5 information on My Oracle

Support

• http://support.oracle.com/ Note 1461152.1

• For Oracle product documentation

• http://www.oracle.com/technology/documentation/applications.html

• For more information about Oracle Applications

• http://www.oracle.com/applications/home.html

• For more information about Education

• http://www.oracle.com/education/index.html

• For more information about Support

• http://www.oracle.com/support/

http://support.oracle.com/

http://support.oracle.com/

http://www.oracle.com/technology/documentation/applications.html

http://www.oracle.com/applications/home.html

http://www.oracle.com/education/index.html

http://www.oracle.com/support/

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